Filed October 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,232 | $101,724+225.6% | $164,813+101.0% | $80,856+309.7% |
| Participation rate | 76.4% | 71.8%+4.5pp | 78.6%-2.2pp | 67.6%+8.7pp |
| Annual return | 20.14% | 16.72%+3.4pp | 69.93%-49.8pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,968 | $2,953+102.1% | $4,341+37.5% | $2,755+116.6% |
| Participant deferral / active EE | $10,613 | $4,477+137.0% | $6,031+76.0% | $4,296+147.1% |
| Admin fee / account holder | $4,863 | $8,227-40.9% | $12,690-61.7% | $6,918-29.7% |