Filed May 17, 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 | $50,712 | $183,963-72.4% | $162,163-68.7% | $152,861-66.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.2pp |
| Employer contribution / active EE | $6,065 | $6,371-4.8% | $5,614+8.0% | $4,762+27.4% |
| Participant deferral / active EE | $947 | $8,034-88.2% | $7,298-87.0% | $5,850-83.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |