Filed June 17, 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 | $26,259 | $63,346-58.5% | $92,233-71.5% | $70,131-62.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 22.89% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,594 | $2,471+5.0% | $3,679-29.5% | $2,342+10.7% |
| Participant deferral / active EE | $6,155 | $2,854+115.7% | $3,897+58.0% | $3,332+84.7% |
| Admin fee / account holder | $238 | $3,840-93.8% | $5,194-95.4% | $4,645-94.9% |