Filed January 5, 2021 (most recent of 2 filings on file)
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 | $31,455 | $81,208-61.3% | $98,907-68.2% | $79,858-60.6% |
| Participation rate | 51.0% | 72.5%-21.5pp | 76.0%-25.0pp | 69.6%-18.7pp |
| Annual return | 20.79% | 60.99%-40.2pp | 196.43%-175.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $708 | $1,960-63.9% | $2,689-73.7% | $2,471-71.3% |
| Participant deferral / active EE | $1,822 | $3,265-44.2% | $4,244-57.1% | $3,740-51.3% |
| Admin fee / account holder | $96 | $6,013-98.4% | $6,642-98.6% | $5,306-98.2% |