Filed February 27, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,344 | $58,208+335.2% | $81,812+209.7% | $80,856+213.3% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 16.72% | 41.66%-24.9pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $15,477 | $2,340+561.4% | $2,912+431.4% | $2,755+461.8% |
| Participant deferral / active EE | $15,732 | $3,281+379.5% | $4,319+264.3% | $4,296+266.2% |
| Admin fee / account holder | $3,860 | $4,981-22.5% | $7,386-47.7% | $6,918-44.2% |