Filed August 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,020 | $214,378+15.7% | $200,582+23.6% | $142,382+74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.33% | 46.41%-15.1pp | 42.33%-11.0pp | 217.08%-185.8pp |
| Employer contribution / active EE | $9,737 | $6,841+42.3% | $6,419+51.7% | $4,299+126.5% |
| Participant deferral / active EE | $29,221 | $9,865+196.2% | $9,331+213.2% | $6,507+349.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |