Filed December 13, 2024 (most recent of 3 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 | $65,207 | $148,978-56.2% | $200,582-67.5% | $84,808-23.1% |
| Participation rate | 90.5% | 84.2%+6.2pp | 86.9%+3.6pp | 68.3%+22.2pp |
| Annual return | 14.88% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,017 | $4,815-58.1% | $6,419-68.6% | $2,631-23.3% |
| Participant deferral / active EE | $4,436 | $7,142-37.9% | $9,331-52.5% | $4,212+5.3% |
| Admin fee / account holder | $5,194 | $13,977-62.8% | $16,305-68.1% | $7,344-29.3% |