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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,219 | $138,347-66.6% | $184,203-74.9% | $80,856-42.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 12.59% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,761 | $4,850-1.8% | $6,427-25.9% | $2,755+72.8% |
| Participant deferral / active EE | $2,684 | $7,071-62.0% | $9,131-70.6% | $4,296-37.5% |
| Admin fee / account holder | $22 | $10,483-99.8% | $13,901-99.8% | $6,918-99.7% |