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.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,340 | $209,832-67.4% | $189,513-63.9% | $167,490-59.2% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 11.69% | 748.27%-736.6pp | 555.15%-543.5pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,984 | $6,914-56.8% | $6,162-51.6% | $4,837-38.3% |
| Participant deferral / active EE | $1,724 | $8,935-80.7% | $8,221-79.0% | $6,341-72.8% |
| Admin fee / account holder | $2,270 | $14,293-84.1% | $12,045-81.2% | $12,309-81.6% |