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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,871 | $78,672-97.6% | $109,143-98.3% | $85,850-97.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.73% | 25.09%+1.6pp | 25.75%+1.0pp | 318.53%-291.8pp |
| Employer contribution / active EE | $977 | $2,735-64.3% | $3,722-73.7% | $2,565-61.9% |
| Participant deferral / active EE | $768 | $3,467-77.8% | $4,653-83.5% | $3,952-80.6% |
| Admin fee / account holder | $32 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |