Filed August 26, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,049 | $201,272-66.2% | $184,203-63.1% | $145,922-53.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 40.63% | 29.00%+11.6pp | 28.81%+11.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $4,271 | $7,022-39.2% | $6,427-33.6% | $4,660-8.4% |
| Participant deferral / active EE | $8,008 | $9,806-18.3% | $9,131-12.3% | $6,688+19.7% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |