Filed May 16, 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.
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 | $14,656 | $48,570-69.8% | $130,648-88.8% | $72,985-79.9% |
| Participation rate | 70.0% | 58.6%+11.4pp | 71.7%-1.7pp | 69.5%+0.5pp |
| Annual return | 27.34% | 38.63%-11.3pp | 1708.96%-1681.6pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,038 | $1,334-22.2% | $4,092-74.6% | $2,440-57.5% |
| Participant deferral / active EE | $2,562 | $2,384+7.5% | $3,603-28.9% | $3,607-29.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |