Filed March 19, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,643 | $54,762+103.9% | $90,281+23.7% | $72,985+53.0% |
| Participation rate | 92.3% | 65.1%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 20.92% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $8,346 | $2,092+298.8% | $2,854+192.4% | $2,440+242.1% |
| Participant deferral / active EE | $4,547 | $2,887+57.5% | $3,885+17.0% | $3,607+26.1% |
| Admin fee / account holder | $9,990 | $3,972+151.5% | $5,351+86.7% | $5,124+94.9% |