Filed February 13, 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 9-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,465 | $81,460+136.3% | $103,333+86.3% | $80,856+138.0% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 6.43% | 25.55%-19.1pp | 24.88%-18.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,228 | $3,105-60.4% | $3,868-68.2% | $2,755-55.4% |
| Participant deferral / active EE | $3,385 | $3,869-12.5% | $5,057-33.1% | $4,296-21.2% |
| Admin fee / account holder | $37,581 | $6,566+472.3% | $8,355+349.8% | $6,918+443.2% |