Filed November 26, 2024 (most recent of 2 filings on file)
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 | $145,377 | $81,460+78.5% | $103,333+40.7% | $80,856+79.8% |
| Participation rate | 94.3% | 66.8%+27.5pp | 74.5%+19.8pp | 67.6%+26.7pp |
| Annual return | 15.44% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $10,074 | $3,105+224.4% | $3,868+160.5% | $2,755+265.7% |
| Participant deferral / active EE | $7,191 | $3,869+85.9% | $5,057+42.2% | $4,296+67.4% |
| Admin fee / account holder | $2,404 | $6,566-63.4% | $8,355-71.2% | $6,918-65.2% |