Filed July 12, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,714 | $140,588-93.8% | $123,104-92.9% | $125,391-93.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -12.17% | 16.80%-29.0pp | 13.22%-25.4pp | 282.22%-294.4pp |
| Employer contribution / active EE | $2,561 | $6,041-57.6% | $5,151-50.3% | $4,866-47.4% |
| Participant deferral / active EE | $5,050 | $6,980-27.7% | $6,230-18.9% | $5,352-5.6% |
| Admin fee / account holder | $91 | $11,198-99.2% | $9,015-99.0% | $9,540-99.0% |