Filed December 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,418 | $214,378-74.6% | $200,582-72.9% | $142,382-61.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,250 | $6,841-67.1% | $6,419-65.0% | $4,299-47.7% |
| Participant deferral / active EE | $2,984 | $9,865-69.7% | $9,331-68.0% | $6,507-54.1% |
| Admin fee / account holder | $90 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |