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 | $73,099 | $81,632-10.5% | $70,449+3.8% | $158,922-54.0% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 6.26% | 208.40%-202.1pp | 109.03%-102.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,346 | $3,217+35.1% | $2,737+58.8% | $4,761-8.7% |
| Participant deferral / active EE | $9,181 | $4,554+101.6% | $3,709+147.6% | $5,982+53.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |