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 | $60,633 | $160,055-62.1% | $140,016-56.7% | $135,375-55.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.78% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,296 | $6,420-64.2% | $5,606-59.0% | $4,779-52.0% |
| Participant deferral / active EE | $6,209 | $7,642-18.8% | $6,927-10.4% | $5,609+10.7% |
| Admin fee / account holder | $152 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |