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 | $30,000 | $63,346-52.6% | $92,233-67.5% | $70,131-57.2% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 14.38% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,209 | $2,471+151.2% | $3,679+68.7% | $2,342+165.0% |
| Participant deferral / active EE | $2,764 | $2,854-3.2% | $3,897-29.1% | $3,332-17.1% |
| Admin fee / account holder | $2,670 | $3,840-30.5% | $5,194-48.6% | $4,645-42.5% |