Filed August 9, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,554 | $42,894-66.1% | $60,874-76.1% | $68,494-78.8% |
| Participation rate | 87.0% | 66.8%+20.2pp | 73.1%+13.8pp | 67.9%+19.1pp |
| Annual return | -11.73% | -13.98%+2.3pp | 16.90%-28.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,185 | $1,978-40.1% | $2,701-56.1% | $2,596-54.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $258 | $3,101-91.7% | $3,224-92.0% | $5,403-95.2% |