Filed January 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,042 | $64,707-41.2% | $112,228-66.1% | $68,494-44.5% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.1%+6.5pp | 67.9%+13.7pp |
| Annual return | -58.45% | -11.40%-47.0pp | 27.45%-85.9pp | -7.84%-50.6pp |
| Employer contribution / active EE | $451 | $2,746-83.6% | $3,635-87.6% | $2,596-82.6% |
| Participant deferral / active EE | $2,590 | $3,565-27.3% | $4,728-45.2% | $4,027-35.7% |
| Admin fee / account holder | $39 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |