Filed June 22, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,799 | $65,685-34.8% | $57,179-25.1% | $273,961-84.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.89% | 21.99%-21.1pp | 14.59%-13.7pp | 41.45%-40.6pp |
| Employer contribution / active EE | $5,076 | $3,279+54.8% | $2,682+89.2% | $4,869+4.3% |
| Participant deferral / active EE | $10,011 | $3,782+164.7% | $3,096+223.3% | $5,287+89.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |