Filed July 22, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,679 | $76,000-62.3% | $154,107-81.4% | $64,186-55.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -67.42% | 30.32%-97.7pp | 735.12%-802.5pp | 7.63%-75.1pp |
| Employer contribution / active EE | $5,334 | $3,351+59.2% | $5,298+0.7% | $2,381+124.0% |
| Participant deferral / active EE | $4,762 | $3,175+50.0% | $5,081-6.3% | $3,470+37.3% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |