Filed February 16, 2021
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,815 | $158,817+56.7% | $121,196+105.3% | $135,375+83.8% |
| Participation rate | 20.0% | 79.3%-59.3pp | 71.7%-51.7pp | 82.6%-62.6pp |
| Annual return | 0.38% | -0.64%+1.0pp | 16.93%-16.6pp | 519.73%-519.4pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,900 | $4,005+22.4% | $3,344+46.5% | $5,609-12.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |