Filed May 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,965 | $159,602+35.9% | $150,045+44.6% | $142,382+52.4% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 13.26% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,820 | $4,961-2.8% | $4,693+2.7% | $4,299+12.1% |
| Participant deferral / active EE | $9,106 | $8,310+9.6% | $7,997+13.9% | $6,507+39.9% |
| Admin fee / account holder | $85,041 | $14,846+472.8% | $13,435+533.0% | $12,624+573.7% |