Filed January 5, 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 | $47,398 | $92,222-48.6% | $76,768-38.3% | $135,375-65.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -3.50% | 5.46%-9.0pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $5,081 | $3,216+58.0% | $2,485+104.5% | $4,779+6.3% |
| Participant deferral / active EE | $5,172 | $4,509+14.7% | $3,852+34.3% | $5,609-7.8% |
| Admin fee / account holder | $92 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |