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 | $62,809 | $171,865-63.5% | $149,718-58.0% | $147,584-57.4% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 21.56% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,226 | $6,275-64.5% | $5,445-59.1% | $4,876-54.4% |
| Participant deferral / active EE | $6,163 | $7,271-15.2% | $6,569-6.2% | $5,439+13.3% |
| Admin fee / account holder | $137 | $13,799-99.0% | $11,283-98.8% | $10,885-98.7% |