Filed April 3, 2025
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,433 | $99,020-76.3% | $86,590-72.9% | $147,584-84.1% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $5,742 | $3,132+83.3% | $2,839+102.2% | $4,876+17.7% |
| Participant deferral / active EE | $5,169 | $3,972+30.1% | $3,609+43.3% | $5,439-5.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |