Filed February 7, 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 | $415,606 | $100,852+312.1% | $90,404+359.7% | $158,922+161.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $23,151 | $3,689+527.7% | $3,262+609.7% | $4,761+386.2% |
| Participant deferral / active EE | $13,661 | $4,348+214.2% | $3,963+244.7% | $5,982+128.4% |
| Admin fee / account holder | $9,314 | $6,501+43.3% | $5,611+66.0% | $11,246-17.2% |