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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,768 | $197,591-62.2% | $177,821-58.0% | $158,922-53.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.96% | 58.76%-34.8pp | 48.32%-24.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $3,432 | $6,697-48.8% | $5,918-42.0% | $4,761-27.9% |
| Participant deferral / active EE | $12,794 | $8,405+52.2% | $7,714+65.9% | $5,982+113.9% |
| Admin fee / account holder | $272 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |