Filed March 1, 2023
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 | $22,756 | $49,227-53.8% | $70,449-67.7% | $79,858-71.5% |
| Participation rate | 74.0% | 69.2%+4.8pp | 75.1%-1.1pp | 69.6%+4.4pp |
| Annual return | 16.16% | 30.06%-13.9pp | 109.03%-92.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $661 | $2,099-68.5% | $2,737-75.9% | $2,471-73.3% |
| Participant deferral / active EE | $3,071 | $2,768+11.0% | $3,709-17.2% | $3,740-17.9% |
| Admin fee / account holder | $133 | $2,878-95.4% | $3,845-96.5% | $5,306-97.5% |