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 | $86,199 | $185,822-53.6% | $169,993-49.3% | $139,434-38.2% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 18.83% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $7,774 | $7,590+2.4% | $6,785+14.6% | $4,751+63.6% |
| Participant deferral / active EE | $2,914 | $11,622-74.9% | $10,408-72.0% | $6,710-56.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |