Filed January 3, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,758 | $79,523+273.2% | $140,016+111.9% | $56,287+427.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.45% | 2.39%-7.8pp | 651.12%-656.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $19,015 | $3,350+467.6% | $5,606+239.2% | $2,111+800.8% |
| Participant deferral / active EE | $7,472 | $5,129+45.7% | $6,927+7.9% | $3,350+123.1% |
| Admin fee / account holder | $4,415 | $614+618.6% | $10,705-58.8% | $521+747.4% |