Filed May 16, 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 4-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,269 | $105,126-92.1% | $94,646-91.3% | $139,434-94.1% |
| Participation rate | 47.6% | 82.4%-34.7pp | 80.8%-33.2pp | 80.3%-32.7pp |
| Annual return | 34.93% | 38.03%-3.1pp | 156.71%-121.8pp | 372.94%-338.0pp |
| Employer contribution / active EE | $605 | $4,106-85.3% | $3,672-83.5% | $4,751-87.3% |
| Participant deferral / active EE | $2,420 | $7,599-68.2% | $7,418-67.4% | $6,710-63.9% |
| Admin fee / account holder | $70 | $8,984-99.2% | $7,231-99.0% | $11,403-99.4% |