Filed December 20, 2024 (most recent of 3 filings on file)
Total covered: 3 employees
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 | $202,677 | $85,766+136.3% | $136,294+48.7% | $70,131+189.0% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 23.28% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $6,410 | $2,966+116.1% | $4,695+36.5% | $2,342+173.7% |
| Participant deferral / active EE | $13,761 | $5,051+172.4% | $6,247+120.3% | $3,332+313.0% |
| Admin fee / account holder | $2,421 | $5,420-55.3% | $9,243-73.8% | $4,645-47.9% |