Filed December 23, 2024 (most recent of 2 filings on file)
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 | $141,411 | $58,208+142.9% | $81,812+72.8% | $80,856+74.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 22.74% | 41.66%-18.9pp | 773.79%-751.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $8,186 | $2,340+249.8% | $2,912+181.1% | $2,755+197.1% |
| Participant deferral / active EE | $8,843 | $3,281+169.5% | $4,319+104.8% | $4,296+105.8% |
| Admin fee / account holder | $1,167 | $4,981-76.6% | $7,386-84.2% | $6,918-83.1% |