Filed October 8, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $687,431 | $56,114+1125.1% | $96,139+615.0% | $85,850+700.7% |
| Participation rate | 96.6% | 56.7%+39.8pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 11.68% | 42.30%-30.6pp | 191.94%-180.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $345 | $1,620-78.7% | $2,797-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $57,488 | $3,768+1425.6% | $5,537+938.3% | $6,260+818.4% |