Filed December 4, 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 | $22,958 | $97,757-76.5% | $83,848-72.6% | $135,375-83.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.92% | 1287.37%-1305.3pp | 850.88%-868.8pp | 519.73%-537.7pp |
| Employer contribution / active EE | $7,814 | $4,222+85.1% | $3,631+115.2% | $4,779+63.5% |
| Participant deferral / active EE | $3,519 | $4,682-24.8% | $4,082-13.8% | $5,609-37.3% |
| Admin fee / account holder | $429 | $6,674-93.6% | $5,478-92.2% | $10,827-96.0% |