Filed December 2, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,638 | $85,766-77.1% | $136,294-85.6% | $70,131-72.0% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 34.96% | 31.45%+3.5pp | 5155.94%-5121.0pp | 73.14%-38.2pp |
| Employer contribution / active EE | $1,924 | $2,966-35.1% | $4,695-59.0% | $2,342-17.9% |
| Participant deferral / active EE | $3,300 | $5,051-34.7% | $6,247-47.2% | $3,332-0.9% |
| Admin fee / account holder | $285 | $5,420-94.7% | $9,243-96.9% | $4,645-93.9% |