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 | $300,633 | $54,705+449.6% | $71,209+322.2% | $84,808+254.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.60% | 35.90%-19.3pp | 282.51%-265.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $18,208 | $2,158+743.8% | $2,721+569.2% | $2,631+592.1% |
| Participant deferral / active EE | $16,262 | $3,030+436.6% | $4,175+289.5% | $4,212+286.1% |
| Admin fee / account holder | $1,845 | $4,863-62.1% | $5,349-65.5% | $7,344-74.9% |