Filed March 6, 2023
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,450 | $48,570-33.2% | $130,648-75.2% | $72,985-55.5% |
| Participation rate | 33.8% | 58.6%-24.7pp | 71.7%-37.9pp | 69.5%-35.6pp |
| Annual return | 24.27% | 38.63%-14.4pp | 1708.96%-1684.7pp | 81.00%-56.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,533 | $2,384-35.7% | $3,603-57.5% | $3,607-57.5% |
| Admin fee / account holder | $226 | $3,549-93.6% | $5,464-95.9% | $5,124-95.6% |