Filed July 6, 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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,486 | $154,117-73.1% | $129,995-68.1% | $139,434-70.2% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.5%-1.2pp | 80.3%-3.0pp |
| Annual return | 0.00% | 32.48%-32.5pp | -137.18%+137.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,339 | $5,289-74.7% | $4,320-69.0% | $4,751-71.8% |
| Participant deferral / active EE | $1,505 | $6,710-77.6% | $5,820-74.1% | $6,710-77.6% |
| Admin fee / account holder | $179 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |