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 | $43,753 | $100,852-56.6% | $90,404-51.6% | $158,922-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.26% | 1724.20%-1695.9pp | 1293.02%-1264.8pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,335 | $3,689-36.7% | $3,262-28.4% | $4,761-51.0% |
| Participant deferral / active EE | $4,295 | $4,348-1.2% | $3,963+8.4% | $5,982-28.2% |
| Admin fee / account holder | $56 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |