Filed March 15, 2024
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 3-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 | $25,460 | $103,966-75.5% | $112,887-77.4% | $75,163-66.1% |
| Participation rate | 64.5% | 75.7%-11.2pp | 80.5%-16.0pp | 67.2%-2.7pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.10%-34.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,202 | $3,870-43.1% | $4,563-51.7% | $2,670-17.5% |
| Participant deferral / active EE | $5,256 | $5,456-3.7% | $6,513-19.3% | $4,125+27.4% |
| Admin fee / account holder | $29 | $7,663-99.6% | $7,047-99.6% | $5,651-99.5% |