Filed June 25, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,652 | $41,854-0.5% | $73,843-43.6% | $52,331-20.4% |
| Participation rate | 43.1% | 66.2%-23.1pp | 73.4%-30.3pp | 68.1%-25.0pp |
| Annual return | -2.93% | 2.11%-5.0pp | 2267.84%-2270.8pp | 4.54%-7.5pp |
| Employer contribution / active EE | $312 | $1,920-83.7% | $2,787-88.8% | $1,882-83.4% |
| Participant deferral / active EE | $1,558 | $2,498-37.6% | $3,583-56.5% | $3,022-48.4% |
| Admin fee / account holder | $132 | $493-73.1% | $4,880-97.3% | $592-77.6% |