Filed March 7, 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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,227 | $183,963-74.3% | $162,163-70.9% | $152,861-69.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $469 | $6,371-92.6% | $5,614-91.6% | $4,762-90.1% |
| Participant deferral / active EE | $7,367 | $8,034-8.3% | $7,298+0.9% | $5,850+25.9% |
| Admin fee / account holder | $94 | $13,121-99.3% | $10,843-99.1% | $11,596-99.2% |