Filed January 19, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,673 | $54,762+47.3% | $90,281-10.6% | $72,985+10.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.80% | 30.63%-24.8pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $3,763 | $2,092+79.8% | $2,854+31.8% | $2,440+54.2% |
| Participant deferral / active EE | $4,591 | $2,887+59.0% | $3,885+18.2% | $3,607+27.3% |
| Admin fee / account holder | $259 | $3,972-93.5% | $5,351-95.2% | $5,124-94.9% |