Filed July 20, 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 9-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 | $38,631 | $237,565-83.7% | $141,162-72.6% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 69.53% | 19.47%+50.1pp | 71.39%-1.9pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,735-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,709-100.0% | - |
| Admin fee / account holder | $0 | $15,211-100.0% | $10,261-100.0% | - |