Filed June 6, 2022
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,925 | $96,484-75.2% | $75,886-68.5% | $152,861-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.87% | 33.98%-13.1pp | 30.76%-9.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,072 | $3,309-67.6% | $2,500-57.1% | $4,762-77.5% |
| Participant deferral / active EE | $1,278 | $4,553-71.9% | $3,603-64.5% | $5,850-78.2% |
| Admin fee / account holder | $185 | $8,078-97.7% | $5,418-96.6% | $11,596-98.4% |