Filed December 21, 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 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,916 | $84,233-96.5% | $170,442-98.3% | $70,131-95.8% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.2pp | 69.5%+15.2pp |
| Annual return | 14.60% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $750 | $3,387-77.9% | $5,433-86.2% | $2,342-68.0% |
| Participant deferral / active EE | $1,138 | $3,086-63.1% | $4,939-77.0% | $3,332-65.8% |
| Admin fee / account holder | $108 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |