Filed May 23, 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 4-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 | $167,870 | $159,901+5.0% | $146,958+14.2% | $145,922+15.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.15% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $8,122 | $5,286+53.7% | $4,933+64.7% | $4,660+74.3% |
| Participant deferral / active EE | $15,212 | $8,428+80.5% | $8,070+88.5% | $6,688+127.5% |
| Admin fee / account holder | $2,133 | $15,044-85.8% | $12,998-83.6% | $13,397-84.1% |