Filed August 16, 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 | $139,319 | $93,571+48.9% | $135,903+2.5% | $75,163+85.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 15.19% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,778 | $3,537-21.4% | $4,856-42.8% | $2,670+4.1% |
| Participant deferral / active EE | $10,769 | $6,404+68.2% | $7,758+38.8% | $4,125+161.1% |
| Admin fee / account holder | $5,485 | $6,975-21.4% | $10,762-49.0% | $5,651-2.9% |