Filed March 18, 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 | $114,339 | $98,750+15.8% | $149,696-23.6% | $79,858+43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 31.93% | 27.43%+4.5pp | 276.60%-244.7pp | 31.71%+0.2pp |
| Employer contribution / active EE | $11,469 | $3,216+256.6% | $4,644+147.0% | $2,471+364.2% |
| Participant deferral / active EE | $9,900 | $5,680+74.3% | $6,842+44.7% | $3,740+164.7% |
| Admin fee / account holder | $4,993 | $6,053-17.5% | $9,309-46.4% | $5,306-5.9% |