Filed July 27, 2022 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,704 | $74,888+525.9% | $71,209+558.2% | $142,382+229.2% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 17.12% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,343 | $2,854+87.2% | $2,721+96.4% | $4,299+24.3% |
| Participant deferral / active EE | $12,589 | $4,454+182.6% | $4,175+201.5% | $6,507+93.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |