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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,663 | $73,515-21.6% | $62,995-8.5% | $147,584-60.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.88% | 175.43%-160.6pp | 87.57%-72.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $4,887 | $3,320+47.2% | $2,759+77.1% | $4,876+0.2% |
| Participant deferral / active EE | $9,756 | $4,185+133.1% | $3,329+193.0% | $5,439+79.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |