Filed July 3, 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 | $28,747 | $46,869-38.7% | $122,332-76.5% | $70,131-59.0% |
| Participation rate | 94.7% | 58.2%+36.5pp | 71.6%+23.1pp | 69.5%+25.2pp |
| Annual return | 15.39% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,577 | $1,288+22.5% | $4,050-61.1% | $2,342-32.7% |
| Participant deferral / active EE | $3,129 | $2,166+44.4% | $3,287-4.8% | $3,332-6.1% |
| Admin fee / account holder | $449 | $3,322-86.5% | $5,478-91.8% | $4,645-90.3% |