Filed August 9, 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 | $230,924 | $54,705+322.1% | $71,209+224.3% | $84,808+172.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.33% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $24,687 | $2,158+1044.0% | $2,721+807.3% | $2,631+838.3% |
| Participant deferral / active EE | $14,216 | $3,030+369.1% | $4,175+240.5% | $4,212+237.5% |
| Admin fee / account holder | $15,467 | $4,863+218.0% | $5,349+189.2% | $7,344+110.6% |