Filed May 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,340 | $65,365-29.1% | $92,893-50.1% | $72,985-36.5% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.6pp |
| Annual return | 22.43% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,346 | $2,594-48.1% | $3,653-63.2% | $2,440-44.9% |
| Participant deferral / active EE | $3,171 | $3,128+1.4% | $4,236-25.1% | $3,607-12.1% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |