Filed July 12, 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 | $49,826 | $160,055-68.9% | $140,016-64.4% | $135,375-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 50.63% | 911.38%-860.8pp | 651.12%-600.5pp | 519.73%-469.1pp |
| Employer contribution / active EE | $2,192 | $6,420-65.9% | $5,606-60.9% | $4,779-54.1% |
| Participant deferral / active EE | $7,413 | $7,642-3.0% | $6,927+7.0% | $5,609+32.2% |
| Admin fee / account holder | $1,575 | $13,328-88.2% | $10,705-85.3% | $10,827-85.5% |