Filed December 17, 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,818 | $84,695-55.3% | $73,843-48.8% | $125,391-69.8% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 2.17% | 3123.53%-3121.4pp | 2267.84%-2265.7pp | 282.22%-280.1pp |
| Employer contribution / active EE | $8,260 | $3,123+164.5% | $2,787+196.3% | $4,866+69.7% |
| Participant deferral / active EE | $7,638 | $3,992+91.3% | $3,583+113.2% | $5,352+42.7% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |