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 | $77,568 | $105,998-26.8% | $92,233-15.9% | $147,584-47.4% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.28%-163.8pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,690 | $4,333-61.0% | $3,679-54.1% | $4,876-65.3% |
| Participant deferral / active EE | $6,415 | $4,478+43.3% | $3,897+64.6% | $5,439+17.9% |
| Admin fee / account holder | $29,714 | $6,332+369.3% | $5,194+472.1% | $10,885+173.0% |