Filed September 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,095 | $105,181+11.3% | $159,436-26.6% | $85,850+36.4% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.8%-5.6pp | 69.3%+7.9pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $91 | $3,318-97.3% | $4,829-98.1% | $2,565-96.5% |
| Participant deferral / active EE | $658 | $5,945-88.9% | $7,352-91.1% | $3,952-83.4% |
| Admin fee / account holder | $12 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |