Filed November 6, 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 10-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,156 | $78,103+99.9% | $289,028-46.0% | $116,875+33.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 17.41% | 15.26%+2.1pp | 243.94%-226.5pp | 16.29%+1.1pp |
| Employer contribution / active EE | $6,687 | $2,718+146.0% | $6,326+5.7% | $3,288+103.4% |
| Participant deferral / active EE | $8,841 | $2,921+202.6% | $4,804+84.0% | $3,885+127.6% |
| Admin fee / account holder | $13,707 | $8,683+57.9% | $14,050-2.4% | $12,263+11.8% |