Filed January 13, 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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,212 | $65,365+25.8% | $92,893-11.5% | $72,985+12.6% |
| Participation rate | 22.2% | 68.3%-46.1pp | 76.0%-53.8pp | 69.5%-47.3pp |
| Annual return | 28.40% | 42.10%-13.7pp | 109.41%-81.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $600 | $2,594-76.9% | $3,653-83.6% | $2,440-75.4% |
| Participant deferral / active EE | $995 | $3,128-68.2% | $4,236-76.5% | $3,607-72.4% |
| Admin fee / account holder | $238 | $4,251-94.4% | $5,794-95.9% | $5,124-95.4% |