Filed June 28, 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 | $335,394 | $148,978+125.1% | $200,582+67.2% | $84,808+295.5% |
| Participation rate | 98.1% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 13.40% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $11,443 | $4,815+137.6% | $6,419+78.3% | $2,631+334.9% |
| Participant deferral / active EE | $7,732 | $7,142+8.3% | $9,331-17.1% | $4,212+83.6% |
| Admin fee / account holder | $25,751 | $13,977+84.2% | $16,305+57.9% | $7,344+250.6% |