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 | $47,745 | $165,335-71.1% | $149,696-68.1% | $158,922-70.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.27% | 348.15%-322.9pp | 276.60%-251.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $5,550 | $5,103+8.8% | $4,644+19.5% | $4,761+16.6% |
| Participant deferral / active EE | $4,496 | $7,181-37.4% | $6,842-34.3% | $5,982-24.8% |
| Admin fee / account holder | $38 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |