Filed November 18, 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 | $1,057,580 | $125,758+741.0% | $169,993+522.1% | $75,163+1307.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.01% | 27.20%-3.2pp | 53.37%-29.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $28,078 | $4,615+508.5% | $6,785+313.8% | $2,670+951.7% |
| Participant deferral / active EE | $17,290 | $6,837+152.9% | $10,408+66.1% | $4,125+319.1% |
| Admin fee / account holder | $33,930 | $8,173+315.1% | $12,815+164.8% | $5,651+500.4% |