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 | $225,596 | $183,519+22.9% | $155,509+45.1% | $145,922+54.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 16.54% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,088 | $5,313-23.0% | $4,672-12.5% | $4,660-12.3% |
| Participant deferral / active EE | $8,891 | $6,462+37.6% | $5,626+58.0% | $6,688+32.9% |
| Admin fee / account holder | $282 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |