Filed February 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 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,107 | $65,395-35.6% | $182,532-76.9% | $72,985-42.3% |
| Participation rate | 59.3% | 65.4%-6.2pp | 78.0%-18.7pp | 69.5%-10.2pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $487 | $1,911-74.5% | $4,076-88.1% | $2,440-80.0% |
| Participant deferral / active EE | $1,273 | $3,563-64.3% | $5,524-76.9% | $3,607-64.7% |
| Admin fee / account holder | $97 | $4,245-97.7% | $8,592-98.9% | $5,124-98.1% |