Filed January 14, 2021
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 | $36,389 | $90,503-59.8% | $78,689-53.8% | $273,961-86.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 96.73% | 75.60%+21.1pp | 62.18%+34.6pp | 41.45%+55.3pp |
| Employer contribution / active EE | $1,525 | $3,176-52.0% | $2,851-46.5% | $4,869-68.7% |
| Participant deferral / active EE | $2,355 | $3,901-39.6% | $3,517-33.0% | $5,287-55.5% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,132-100.0% |