Filed February 11, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,204 | $54,705+198.3% | $71,209+129.2% | $84,808+92.4% |
| Participation rate | 74.3% | 64.1%+10.2pp | 73.8%+0.5pp | 68.3%+6.0pp |
| Annual return | 17.95% | 35.90%-17.9pp | 282.51%-264.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,040 | $3,030+297.3% | $4,175+188.4% | $4,212+185.9% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |