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 | $128,417 | $115,770+10.9% | $101,248+26.8% | $158,922-19.2% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 16.47% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,091 | $4,175-26.0% | $3,660-15.5% | $4,761-35.1% |
| Participant deferral / active EE | $7,465 | $4,957+50.6% | $4,370+70.8% | $5,982+24.8% |
| Admin fee / account holder | $14,489 | $7,245+100.0% | $5,945+143.7% | $11,246+28.8% |