Filed December 20, 2024
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,971 | $114,381+212.1% | $107,525+232.0% | $142,382+150.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.21% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $20,928 | $4,015+421.3% | $3,754+457.5% | $4,299+386.8% |
| Participant deferral / active EE | $14,459 | $5,564+159.9% | $5,116+182.6% | $6,507+122.2% |
| Admin fee / account holder | $2,882 | $9,860-70.8% | $8,919-67.7% | $12,624-77.2% |