Filed February 18, 2025
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 | $81,698 | $148,978-45.2% | $200,582-59.3% | $84,808-3.7% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 14.64% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,148 | $4,815-55.4% | $6,419-66.5% | $2,631-18.4% |
| Participant deferral / active EE | $4,561 | $7,142-36.1% | $9,331-51.1% | $4,212+8.3% |
| Admin fee / account holder | $6,456 | $13,977-53.8% | $16,305-60.4% | $7,344-12.1% |