Filed January 20, 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 4-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 | $80,495 | $176,056-54.3% | $159,436-49.5% | $167,490-51.9% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,832 | $5,297-65.4% | $4,829-62.1% | $4,837-62.1% |
| Participant deferral / active EE | $3,656 | $7,750-52.8% | $7,352-50.3% | $6,341-42.4% |
| Admin fee / account holder | $221 | $12,554-98.2% | $10,799-98.0% | $12,309-98.2% |