Filed December 16, 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 7-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 | $3,306 | $107,334-96.9% | $92,893-96.4% | $152,861-97.8% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,097 | $4,221-74.0% | $3,653-70.0% | $4,762-77.0% |
| Participant deferral / active EE | $1,649 | $4,845-66.0% | $4,236-61.1% | $5,850-71.8% |
| Admin fee / account holder | $40 | $7,079-99.4% | $5,794-99.3% | $11,596-99.7% |