Filed April 21, 2021 (most recent of 7 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,803 | $43,075+147.9% | $74,583+43.2% | $62,891+69.8% |
| Participation rate | 97.5% | 58.1%+39.4pp | 68.1%+29.4pp | 69.3%+28.2pp |
| Annual return | 5.79% | 17.50%-11.7pp | 20.47%-14.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,863 | $1,498+157.9% | $2,525+53.0% | $2,281+69.4% |
| Participant deferral / active EE | $5,453 | $2,389+128.2% | $3,458+57.7% | $3,203+70.3% |
| Admin fee / account holder | $21,630 | $2,840+661.7% | $4,138+422.8% | $4,296+403.6% |