Filed February 1, 2023
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,600 | $214,378-72.2% | $200,582-70.3% | $142,382-58.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 10.88% | 46.41%-35.5pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,688 | $6,841-60.7% | $6,419-58.1% | $4,299-37.5% |
| Participant deferral / active EE | $4,500 | $9,865-54.4% | $9,331-51.8% | $6,507-30.8% |
| Admin fee / account holder | $47 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |