Filed September 5, 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 | $249,053 | $135,635+83.6% | $110,238+125.9% | $135,375+84.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $6,099 | $4,906+24.3% | $3,826+59.4% | $4,779+27.6% |
| Participant deferral / active EE | $9,303 | $5,506+68.9% | $4,672+99.1% | $5,609+65.9% |
| Admin fee / account holder | $20,265 | $11,457+76.9% | $8,547+137.1% | $10,827+87.2% |