Filed August 24, 2021 (most recent of 4 filings on file)
Total covered: 4 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 | $131,352 | $78,422+67.5% | $95,952+36.9% | $79,858+64.5% |
| Participation rate | 95.3% | 73.5%+21.9pp | 77.1%+18.3pp | 69.6%+25.7pp |
| Annual return | 13.47% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,158 | $1,945-40.4% | $2,541-54.4% | $2,471-53.1% |
| Participant deferral / active EE | $4,104 | $3,440+19.3% | $4,167-1.5% | $3,740+9.7% |
| Admin fee / account holder | $69 | $5,622-98.8% | $6,795-99.0% | $5,306-98.7% |