Filed December 31, 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 3-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 | $6,771 | $159,901-95.8% | $146,958-95.4% | $145,922-95.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.21% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,313 | $5,286-75.2% | $4,933-73.4% | $4,660-71.8% |
| Participant deferral / active EE | $2,622 | $8,428-68.9% | $8,070-67.5% | $6,688-60.8% |
| Admin fee / account holder | $237 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |