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 | $107,057 | $92,703+15.5% | $82,719+29.4% | $134,475-20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $15,881 | $3,274+385.1% | $3,009+427.8% | $4,740+235.1% |
| Participant deferral / active EE | $6,531 | $4,802+36.0% | $4,395+48.6% | $6,400+2.1% |
| Admin fee / account holder | $6,361 | $5,983+6.3% | $5,329+19.4% | $11,426-44.3% |