Filed March 13, 2024 (most recent of 2 filings on file)
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 | $116,691 | $214,378-45.6% | $200,582-41.8% | $142,382-18.0% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 15.29% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,747 | $6,841-45.2% | $6,419-41.6% | $4,299-12.8% |
| Participant deferral / active EE | $3,304 | $9,865-66.5% | $9,331-64.6% | $6,507-49.2% |
| Admin fee / account holder | $9,401 | $17,692-46.9% | $16,305-42.3% | $12,624-25.5% |