Filed January 12, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,023 | $82,917-28.8% | $103,333-42.9% | $77,643-24.0% |
| Participation rate | 95.0% | 71.6%+23.4pp | 74.5%+20.5pp | 70.6%+24.4pp |
| Annual return | 259.43% | 19.13%+240.3pp | 24.88%+234.5pp | 31.24%+228.2pp |
| Employer contribution / active EE | $15,516 | $3,552+336.9% | $3,868+301.1% | $2,726+469.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |