Filed October 18, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,789 | $45,031-87.1% | $84,966-93.2% | $77,643-92.5% |
| Participation rate | 87.8% | 48.7%+39.1pp | 67.5%+20.3pp | 70.6%+17.2pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.38%-66.4pp | 31.24%-31.2pp |
| Employer contribution / active EE | $8,936 | $1,609+455.2% | $2,727+227.7% | $2,726+227.8% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |