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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,745 | $106,584-75.8% | $101,326-74.6% | $142,382-81.9% |
| Participation rate | 38.1% | 82.7%-44.6pp | 81.5%-43.4pp | 80.1%-42.0pp |
| Annual return | 19.19% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $671 | $3,956-83.0% | $3,665-81.7% | $4,299-84.4% |
| Participant deferral / active EE | $2,685 | $8,297-67.6% | $7,994-66.4% | $6,507-58.7% |
| Admin fee / account holder | $297 | $11,446-97.4% | $11,185-97.3% | $12,624-97.6% |