Filed August 20, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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 | $58,363 | $73,515-20.6% | $62,995-7.4% | $147,584-60.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 12.23% | 175.43%-163.2pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $7,762 | $3,320+133.8% | $2,759+181.3% | $4,876+59.2% |
| Participant deferral / active EE | $7,030 | $4,185+68.0% | $3,329+111.2% | $5,439+29.3% |
| Admin fee / account holder | $96 | $5,953-98.4% | $3,600-97.3% | $10,885-99.1% |