Filed March 7, 2023
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 5-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,116 | $78,672-70.6% | $109,143-78.8% | $85,850-73.1% |
| Participation rate | 54.3% | 68.3%-14.0pp | 75.9%-21.6pp | 69.3%-15.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,792 | $2,735+2.1% | $3,722-25.0% | $2,565+8.8% |
| Participant deferral / active EE | $5,467 | $3,467+57.7% | $4,653+17.5% | $3,952+38.3% |
| Admin fee / account holder | $188 | $5,469-96.6% | $6,752-97.2% | $6,260-97.0% |