Filed July 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,432 | $60,124-76.0% | $90,404-84.0% | $79,858-81.9% |
| Participation rate | 30.9% | 65.0%-34.1pp | 72.7%-41.8pp | 69.6%-38.7pp |
| Annual return | 22.09% | 71.94%-49.8pp | 1293.02%-1270.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $3,262-85.7% | $2,471-81.1% |
| Participant deferral / active EE | $609 | $2,938-79.3% | $3,963-84.6% | $3,740-83.7% |
| Admin fee / account holder | $27 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |