Filed February 1, 2022 (most recent of 2 filings on file)
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 | $55,009 | $58,851-6.5% | $115,157-52.2% | $72,985-24.6% |
| Participation rate | 97.5% | 65.5%+32.0pp | 75.9%+21.6pp | 69.5%+28.0pp |
| Annual return | 22.93% | 23.16%-0.2pp | 35.60%-12.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,632 | $1,798-9.2% | $3,179-48.7% | $2,440-33.1% |
| Participant deferral / active EE | $4,888 | $2,643+85.0% | $4,168+17.3% | $3,607+35.5% |
| Admin fee / account holder | $86 | $6,370-98.7% | $7,088-98.8% | $5,124-98.3% |