Filed February 22, 2024 (most recent of 3 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 | $85,942 | $87,870-2.2% | $113,168-24.1% | $74,304+15.7% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 13.37% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,381 | $2,277+4.6% | $2,975-20.0% | $2,241+6.3% |
| Participant deferral / active EE | $4,518 | $4,241+6.5% | $5,107-11.5% | $3,767+19.9% |
| Admin fee / account holder | $1,635 | $3,368-51.4% | $12,068-86.4% | $2,969-44.9% |