Filed January 22, 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 4-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,703 | $183,519-87.6% | $155,509-85.4% | $145,922-84.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.24% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $750 | $5,313-85.9% | $4,672-84.0% | $4,660-83.9% |
| Participant deferral / active EE | $2,925 | $6,462-54.7% | $5,626-48.0% | $6,688-56.3% |
| Admin fee / account holder | $36 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |