Filed January 16, 2025
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 | $59,293 | $88,751-33.2% | $81,812-27.5% | $145,922-59.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,987 | $3,083-35.6% | $2,912-31.8% | $4,660-57.4% |
| Participant deferral / active EE | $2,801 | $4,643-39.7% | $4,319-35.1% | $6,688-58.1% |
| Admin fee / account holder | $326 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |