Filed April 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,208 | $54,705+231.2% | $71,209+154.5% | $84,808+113.7% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.8%+15.5pp | 68.3%+21.0pp |
| Annual return | 12.47% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $13,908 | $2,158+544.5% | $2,721+411.2% | $2,631+428.6% |
| Participant deferral / active EE | $8,286 | $3,030+173.4% | $4,175+98.5% | $4,212+96.7% |
| Admin fee / account holder | $983 | $4,863-79.8% | $5,349-81.6% | $7,344-86.6% |