Filed April 8, 2024
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,629 | $109,881-23.0% | $150,045-43.6% | $84,808-0.2% |
| Participation rate | 61.3% | 76.1%-14.8pp | 82.3%-21.0pp | 68.3%-7.0pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,894 | $3,561-46.8% | $4,693-59.6% | $2,631-28.0% |
| Participant deferral / active EE | $3,557 | $6,636-46.4% | $7,997-55.5% | $4,212-15.5% |
| Admin fee / account holder | $263 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |