Filed April 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 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 | $234,292 | $150,440+55.7% | $136,294+71.9% | $147,584+58.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.94% | 1049.08%-1028.1pp | 5155.94%-5135.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $9,295 | $5,256+76.8% | $4,695+98.0% | $4,876+90.6% |
| Participant deferral / active EE | $8,214 | $6,630+23.9% | $6,247+31.5% | $5,439+51.0% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |