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 | $72,082 | $77,419-6.9% | $69,455+3.8% | $152,861-52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 10.51% | 39.06%-28.6pp | 28.97%-18.5pp | 345.32%-334.8pp |
| Employer contribution / active EE | $4,224 | $3,315+27.4% | $2,779+52.0% | $4,762-11.3% |
| Participant deferral / active EE | $11,639 | $4,414+163.7% | $3,535+229.2% | $5,850+98.9% |
| Admin fee / account holder | $208 | $6,207-96.6% | $3,839-94.6% | $11,596-98.2% |