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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,168 | $54,350+104.5% | $82,719+34.4% | $68,494+62.3% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -19.51% | -13.67%-5.8pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $11,888 | $2,218+435.9% | $3,009+295.1% | $2,596+357.9% |
| Participant deferral / active EE | $6,160 | $3,246+89.8% | $4,395+40.2% | $4,027+53.0% |
| Admin fee / account holder | $9,222 | $4,395+109.8% | $5,329+73.1% | $5,403+70.7% |