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 | $77,962 | $183,963-57.6% | $162,163-51.9% | $152,861-49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.42% | 150.76%-129.3pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,425 | $6,371-61.9% | $5,614-56.8% | $4,762-49.1% |
| Participant deferral / active EE | $6,760 | $8,034-15.9% | $7,298-7.4% | $5,850+15.6% |
| Admin fee / account holder | $175 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |