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 | $38,881 | $90,600-57.1% | $79,464-51.1% | $135,375-71.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.32% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,281 | $3,068-58.3% | $2,800-54.3% | $4,779-73.2% |
| Participant deferral / active EE | $3,934 | $4,050-2.9% | $3,704+6.2% | $5,609-29.9% |
| Admin fee / account holder | $26 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |