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 | $364,165 | $109,413+232.8% | $156,263+133.0% | $84,808+329.4% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 15.45% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,136 | $2,907+111.1% | $4,333+41.6% | $2,631+133.2% |
| Participant deferral / active EE | $11,297 | $4,590+146.1% | $6,158+83.4% | $4,212+168.2% |
| Admin fee / account holder | $15,683 | $9,357+67.6% | $14,255+10.0% | $7,344+113.6% |