Filed April 18, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $843 | $44,897-98.1% | $84,966-99.0% | $199,593-99.6% |
| Participation rate | 95.3% | 45.7%+49.6pp | 67.5%+27.8pp | 72.0%+23.3pp |
| Annual return | -129.24% | 20.96%-150.2pp | 66.38%-195.6pp | 34.25%-163.5pp |
| Employer contribution / active EE | $3,975 | $1,365+191.1% | $2,727+45.8% | $3,034+31.0% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |