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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,097 | $81,248+8.4% | $155,509-43.3% | $80,856+9.0% |
| Participation rate | 77.1% | 66.2%+10.9pp | 78.2%-1.1pp | 67.6%+9.5pp |
| Annual return | 10.25% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,412 | $3,100-54.4% | $4,672-69.8% | $2,755-48.7% |
| Participant deferral / active EE | $6,906 | $3,452+100.1% | $5,626+22.8% | $4,296+60.8% |
| Admin fee / account holder | $17,076 | $7,997+113.5% | $15,912+7.3% | $6,918+146.8% |