Filed February 3, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,641 | $125,758-66.9% | $169,993-75.5% | $75,163-44.6% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 16.10% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $785 | $4,615-83.0% | $6,785-88.4% | $2,670-70.6% |
| Participant deferral / active EE | $2,532 | $6,837-63.0% | $10,408-75.7% | $4,125-38.6% |
| Admin fee / account holder | $173 | $8,173-97.9% | $12,815-98.7% | $5,651-96.9% |