Filed October 22, 2020
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,306 | $198,466-85.2% | $170,442-82.8% | $147,584-80.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.16% | 257.29%-241.1pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,053 | $6,184-2.1% | $5,433+11.4% | $4,876+24.1% |
| Participant deferral / active EE | $5,178 | $5,629-8.0% | $4,939+4.8% | $5,439-4.8% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |