Filed July 17, 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.
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 | $37,401 | $63,346-41.0% | $92,233-59.4% | $70,131-46.7% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 35.16% | 530.12%-495.0pp | 176.28%-141.1pp | 73.14%-38.0pp |
| Employer contribution / active EE | $1,450 | $2,471-41.3% | $3,679-60.6% | $2,342-38.1% |
| Participant deferral / active EE | $3,218 | $2,854+12.8% | $3,897-17.4% | $3,332-3.4% |
| Admin fee / account holder | $23 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |