Filed July 19, 2021 (most recent of 2 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 | $215,159 | $78,422+174.4% | $95,952+124.2% | $79,858+169.4% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.5pp |
| Annual return | 25.10% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $2,213 | $1,945+13.8% | $2,541-12.9% | $2,471-10.5% |
| Participant deferral / active EE | $6,115 | $3,440+77.8% | $4,167+46.8% | $3,740+63.5% |
| Admin fee / account holder | $13,432 | $5,622+138.9% | $6,795+97.7% | $5,306+153.1% |