Filed January 18, 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 8-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 | $41,119 | $100,852-59.2% | $90,404-54.5% | $158,922-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 42.62% | 1724.20%-1681.6pp | 1293.02%-1250.4pp | 302.83%-260.2pp |
| Employer contribution / active EE | $3,207 | $3,689-13.1% | $3,262-1.7% | $4,761-32.6% |
| Participant deferral / active EE | $7,075 | $4,348+62.7% | $3,963+78.5% | $5,982+18.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |