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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,476 | $54,705+144.0% | $71,209+87.4% | $84,808+57.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 4.25% | 35.90%-31.6pp | 282.51%-278.3pp | 40.90%-36.6pp |
| Employer contribution / active EE | $8,830 | $2,158+309.2% | $2,721+224.5% | $2,631+235.6% |
| Participant deferral / active EE | $8,737 | $3,030+188.3% | $4,175+109.3% | $4,212+107.4% |
| Admin fee / account holder | $38,655 | $4,863+694.8% | $5,349+622.7% | $7,344+426.4% |