Filed June 29, 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 | $109,031 | $209,832-48.0% | $189,513-42.5% | $167,490-34.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.83% | 748.27%-730.4pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $6,771 | $6,914-2.1% | $6,162+9.9% | $4,837+40.0% |
| Participant deferral / active EE | $15,779 | $8,935+76.6% | $8,221+91.9% | $6,341+148.8% |
| Admin fee / account holder | $271 | $14,293-98.1% | $12,045-97.8% | $12,309-97.8% |