Filed July 7, 2023
Total covered: 2 employees
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.
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 | $7,217 | $75,828-90.5% | $147,614-95.1% | $59,632-87.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,329 | $3,485-61.9% | $5,564-76.1% | $2,203-39.7% |
| Participant deferral / active EE | $1,984 | $3,130-36.6% | $4,895-59.5% | $3,192-37.9% |
| Admin fee / account holder | $95 | $5,985-98.4% | $11,611-99.2% | $4,297-97.8% |