Filed January 8, 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 | $156,491 | $87,870+78.1% | $113,168+38.3% | $74,304+110.6% |
| Participation rate | 70.2% | 70.7%-0.6pp | 76.6%-6.4pp | 60.3%+9.8pp |
| Annual return | 14.58% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,974 | $2,277+30.6% | $2,975-0.1% | $2,241+32.7% |
| Participant deferral / active EE | $7,275 | $4,241+71.5% | $5,107+42.5% | $3,767+93.1% |
| Admin fee / account holder | $4,496 | $3,368+33.5% | $12,068-62.7% | $2,969+51.4% |