Filed March 19, 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 | $65,085 | $52,681+23.5% | $75,781-14.1% | $59,632+9.1% |
| Participation rate | 84.6% | 67.2%+17.4pp | 75.8%+8.8pp | 68.7%+15.9pp |
| Annual return | -1.09% | 2.95%-4.0pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,634 | $2,193-25.5% | $3,323-50.8% | $2,203-25.8% |
| Participant deferral / active EE | $5,594 | $2,591+115.9% | $3,651+53.2% | $3,192+75.3% |
| Admin fee / account holder | $9,262 | $3,610+156.6% | $5,299+74.8% | $4,297+115.6% |