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 | $55,560 | $137,414-59.6% | $189,513-70.7% | $85,850-35.3% |
| Participation rate | 87.2% | 84.6%+2.6pp | 87.8%-0.6pp | 69.3%+17.9pp |
| Annual return | 18.08% | 38.14%-20.1pp | 555.15%-537.1pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,034 | $4,344-53.2% | $6,162-67.0% | $2,565-20.7% |
| Participant deferral / active EE | $4,979 | $6,260-20.5% | $8,221-39.4% | $3,952+26.0% |
| Admin fee / account holder | $4,543 | $8,630-47.4% | $12,045-62.3% | $6,260-27.4% |