Filed May 10, 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 7-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 | $36,659 | $109,881-66.6% | $150,045-75.6% | $84,808-56.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 58.90% | 28.25%+30.7pp | 62.55%-3.6pp | 40.90%+18.0pp |
| Employer contribution / active EE | $5,172 | $3,561+45.2% | $4,693+10.2% | $2,631+96.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $228 | $8,568-97.3% | $13,435-98.3% | $7,344-96.9% |