Filed January 26, 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 4-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 | $24,467 | $111,754-78.1% | $103,333-76.3% | $145,922-83.2% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 14.25% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,834 | $4,212-9.0% | $3,868-0.9% | $4,660-17.7% |
| Participant deferral / active EE | $10,726 | $5,619+90.9% | $5,057+112.1% | $6,688+60.4% |
| Admin fee / account holder | $1,603 | $9,750-83.6% | $8,355-80.8% | $13,397-88.0% |