Filed August 13, 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.
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 | $25,777 | $148,534-82.6% | $135,903-81.0% | $139,434-81.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.83% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | -$1,640 | $5,243-131.3% | $4,856-133.8% | $4,751-134.5% |
| Participant deferral / active EE | -$564 | $8,100-107.0% | $7,758-107.3% | $6,710-108.4% |
| Admin fee / account holder | $31 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |