Filed November 10, 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 | $29,791 | $150,440-80.2% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.29% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $5,065 | $5,256-3.6% | $4,695+7.9% | $4,876+3.9% |
| Participant deferral / active EE | $3,275 | $6,630-50.6% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |