Filed August 7, 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 | $32,800 | $111,724-70.6% | $93,606-65.0% | $145,922-77.5% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 8.53% | 202.98%-194.5pp | 133.20%-124.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $789 | $3,090-74.5% | $2,420-67.4% | $4,660-83.1% |
| Participant deferral / active EE | $4,311 | $4,912-12.2% | $4,411-2.3% | $6,688-35.5% |
| Admin fee / account holder | $992 | $10,250-90.3% | $8,285-88.0% | $13,397-92.6% |