Filed May 7, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,856 | $107,934+179.7% | $91,989+228.1% | $152,861+97.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.77% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,188 | $4,210-24.3% | $3,452-7.6% | $4,762-33.1% |
| Participant deferral / active EE | $10,450 | $6,364+64.2% | $5,923+76.4% | $5,850+78.6% |
| Admin fee / account holder | -$672 | $10,520-106.4% | $7,743-108.7% | $11,596-105.8% |