Filed July 2, 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 | $27,606 | $95,416-71.1% | $185,823-85.1% | $85,850-67.8% |
| Participation rate | 96.7% | 68.8%+28.0pp | 81.7%+15.0pp | 69.3%+27.4pp |
| Annual return | 30.49% | 23.59%+6.9pp | 122.05%-91.6pp | 318.53%-288.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,903 | $3,423-44.4% | $5,568-65.8% | $3,952-51.9% |
| Admin fee / account holder | $5,728 | $7,213-20.6% | $16,237-64.7% | $6,260-8.5% |