Filed January 2, 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 | $79,786 | $78,705+1.4% | $117,854-32.3% | $70,131+13.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.81% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,232 | $2,223+0.4% | $3,786-41.1% | $2,342-4.7% |
| Participant deferral / active EE | $4,970 | $3,297+50.7% | $4,482+10.9% | $3,332+49.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |