Filed February 11, 2025
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,220 | $56,199-48.0% | $67,652-56.8% | $59,632-51.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.00% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,813 | $1,614+74.2% | $2,266+24.2% | $2,203+27.7% |
| Participant deferral / active EE | $6,075 | $2,844+113.6% | $3,560+70.7% | $3,192+90.3% |
| Admin fee / account holder | $277 | $3,958-93.0% | $4,821-94.3% | $4,297-93.6% |