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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,988 | $93,571+37.9% | $135,903-5.1% | $75,163+71.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 15.18% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $6,677 | $3,537+88.8% | $4,856+37.5% | $2,670+150.1% |
| Participant deferral / active EE | $12,045 | $6,404+88.1% | $7,758+55.3% | $4,125+192.0% |
| Admin fee / account holder | $577 | $6,975-91.7% | $10,762-94.6% | $5,651-89.8% |