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 | $63,380 | $69,518-8.8% | $59,878+5.8% | $135,375-53.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | 10.20% | 7.94%+2.3pp | 3.46%+6.7pp | 519.73%-509.5pp |
| Employer contribution / active EE | $7,653 | $3,235+136.6% | $2,722+181.2% | $4,779+60.2% |
| Participant deferral / active EE | $6,924 | $4,206+64.6% | $3,402+103.5% | $5,609+23.5% |
| Admin fee / account holder | $162 | $5,734-97.2% | $3,590-95.5% | $10,827-98.5% |