Filed August 19, 2024 (most recent of 2 filings on file)
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 4-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 | $18,591 | $81,248-77.1% | $155,509-88.0% | $80,856-77.0% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 12.83% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,226 | $3,100-60.5% | $4,672-73.8% | $2,755-55.5% |
| Participant deferral / active EE | $3,743 | $3,452+8.4% | $5,626-33.5% | $4,296-12.9% |
| Admin fee / account holder | $721 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |