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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,971 | $97,757+40.1% | $83,848+63.4% | $135,375+1.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -8.68% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,541 | $4,222+102.3% | $3,631+135.2% | $4,779+78.7% |
| Participant deferral / active EE | $10,961 | $4,682+134.1% | $4,082+168.5% | $5,609+95.4% |
| Admin fee / account holder | $722 | $6,674-89.2% | $5,478-86.8% | $10,827-93.3% |