Filed December 12, 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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,265 | $102,966-92.9% | $90,281-92.0% | $152,861-95.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 24.16% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,512 | $3,139-51.8% | $2,854-47.0% | $4,762-68.2% |
| Participant deferral / active EE | $1,278 | $4,281-70.2% | $3,885-67.1% | $5,850-78.2% |
| Admin fee / account holder | $126 | $6,171-98.0% | $5,351-97.7% | $11,596-98.9% |