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 | $67,933 | $77,419-12.3% | $69,455-2.2% | $152,861-55.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.4%+9.2pp |
| Annual return | 5.99% | 39.06%-33.1pp | 28.97%-23.0pp | 345.32%-339.3pp |
| Employer contribution / active EE | $7,548 | $3,315+127.7% | $2,779+171.6% | $4,762+58.5% |
| Participant deferral / active EE | $6,699 | $4,414+51.8% | $3,535+89.5% | $5,850+14.5% |
| Admin fee / account holder | $74 | $6,207-98.8% | $3,839-98.1% | $11,596-99.4% |