Filed February 14, 2025
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 | $17,271 | $49,915-65.4% | $154,803-88.8% | $74,304-76.8% |
| Participation rate | 92.2% | 54.0%+38.2pp | 78.1%+14.1pp | 60.3%+31.8pp |
| Annual return | 15.46% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,931 | $2,255-14.4% | $5,540-65.1% | $3,767-48.7% |
| Admin fee / account holder | $1,466 | $2,189-33.0% | $14,329-89.8% | $2,969-50.6% |