Filed May 8, 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 9-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 | $386,256 | $138,347+179.2% | $184,203+109.7% | $80,856+377.7% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.2pp |
| Annual return | 23.81% | 20.02%+3.8pp | 28.81%-5.0pp | 35.59%-11.8pp |
| Employer contribution / active EE | $15,886 | $4,850+227.5% | $6,427+147.2% | $2,755+476.7% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,012 | $10,483-80.8% | $13,901-85.5% | $6,918-70.9% |