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.
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 | $87,571 | $185,822-52.9% | $169,993-48.5% | $139,434-37.2% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 15.07% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,943 | $7,590-48.0% | $6,785-41.9% | $4,751-17.0% |
| Participant deferral / active EE | $2,667 | $11,622-77.1% | $10,408-74.4% | $6,710-60.3% |
| Admin fee / account holder | $2,304 | $15,381-85.0% | $12,815-82.0% | $11,403-79.8% |