Filed January 20, 2025
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 | $75,756 | $101,724-25.5% | $164,813-54.0% | $80,856-6.3% |
| Participation rate | 85.5% | 71.8%+13.7pp | 78.6%+6.9pp | 67.6%+17.9pp |
| Annual return | 12.40% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,823 | $2,953-4.4% | $4,341-35.0% | $2,755+2.5% |
| Participant deferral / active EE | $5,236 | $4,477+17.0% | $6,031-13.2% | $4,296+21.9% |
| Admin fee / account holder | $4,607 | $8,227-44.0% | $12,690-63.7% | $6,918-33.4% |