Filed December 14, 2022
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 | $10,671 | $54,705-80.5% | $71,209-85.0% | $84,808-87.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.97% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,142 | $2,158-0.7% | $2,721-21.3% | $2,631-18.6% |
| Participant deferral / active EE | $2,331 | $3,030-23.1% | $4,175-44.2% | $4,212-44.7% |
| Admin fee / account holder | $282 | $4,863-94.2% | $5,349-94.7% | $7,344-96.2% |