Filed May 17, 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 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 | $68,616 | $80,968-15.3% | $96,544-28.9% | $75,163-8.7% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 23.03% | 27.06%-4.0pp | 25.84%-2.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,751 | $2,282-23.3% | $2,965-41.0% | $2,670-34.4% |
| Participant deferral / active EE | $4,488 | $3,928+14.3% | $4,851-7.5% | $4,125+8.8% |
| Admin fee / account holder | $2,190 | $6,724-67.4% | $8,252-73.5% | $5,651-61.2% |