Filed June 10, 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 6-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 | $37,946 | $78,422-51.6% | $95,952-60.5% | $79,858-52.5% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,517 | $1,945+29.4% | $2,541-0.9% | $2,471+1.9% |
| Participant deferral / active EE | $10,259 | $3,440+198.2% | $4,167+146.2% | $3,740+174.3% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |