Filed January 26, 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 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 | $51,163 | $153,772-66.7% | $133,980-61.8% | $273,961-81.3% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 5.24% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,122 | $6,029-64.8% | $5,211-59.3% | $4,869-56.4% |
| Participant deferral / active EE | $5,421 | $6,958-22.1% | $6,282-13.7% | $5,287+2.5% |
| Admin fee / account holder | $104 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |