Filed December 28, 2023
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 8-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 | $44,424 | $176,056-74.8% | $159,436-72.1% | $167,490-73.5% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.95% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,878 | $5,297+11.0% | $4,829+21.7% | $4,837+21.5% |
| Participant deferral / active EE | $6,912 | $7,750-10.8% | $7,352-6.0% | $6,341+9.0% |
| Admin fee / account holder | $103 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |