Filed March 6, 2023 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,604 | $175,202+11.1% | $149,673+30.0% | $139,434+39.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,669 | $5,474-33.0% | $4,818-23.8% | $4,751-22.8% |
| Participant deferral / active EE | $8,321 | $6,519+27.6% | $5,680+46.5% | $6,710+24.0% |
| Admin fee / account holder | $249 | $16,150-98.5% | $13,210-98.1% | $11,403-97.8% |