Filed April 11, 2023
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,437 | $84,696+54.0% | $75,696+72.3% | $167,490-22.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -15.41% | 199.36%-214.8pp | 104.53%-119.9pp | 478.56%-494.0pp |
| Employer contribution / active EE | $3,921 | $3,230+21.4% | $2,743+43.0% | $4,837-18.9% |
| Participant deferral / active EE | $13,621 | $4,580+197.4% | $3,821+256.4% | $6,341+114.8% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |