Filed August 26, 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 7-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 | $19,816 | $69,515-71.5% | $86,874-77.2% | $85,850-76.9% |
| Participation rate | 45.9% | 66.3%-20.4pp | 71.6%-25.7pp | 69.3%-23.4pp |
| Annual return | 52.28% | 20.12%+32.2pp | 63.52%-11.2pp | 318.53%-266.3pp |
| Employer contribution / active EE | $521 | $1,880-72.3% | $2,495-79.1% | $2,565-79.7% |
| Participant deferral / active EE | $1,429 | $2,919-51.1% | $3,699-61.4% | $3,952-63.8% |
| Admin fee / account holder | $56 | $5,972-99.1% | $5,828-99.0% | $6,260-99.1% |