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 | $1,486,113 | $148,978+897.5% | $200,582+640.9% | $84,808+1652.3% |
| Participation rate | 97.6% | 84.2%+13.3pp | 86.9%+10.7pp | 68.3%+29.2pp |
| Annual return | 15.57% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $34,025 | $4,815+606.6% | $6,419+430.1% | $2,631+1193.2% |
| Participant deferral / active EE | $17,921 | $7,142+150.9% | $9,331+92.1% | $4,212+325.5% |
| Admin fee / account holder | $28,330 | $13,977+102.7% | $16,305+73.8% | $7,344+285.8% |