Filed May 7, 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 | $60,312 | $87,841-31.3% | $133,980-55.0% | $62,891-4.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 7.54% | 12.05%-4.5pp | 29.30%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,261 | $3,483-35.1% | $5,211-56.6% | $2,281-0.9% |
| Participant deferral / active EE | $2,984 | $4,812-38.0% | $6,282-52.5% | $3,203-6.8% |
| Admin fee / account holder | $1,988 | $5,371-63.0% | $9,324-78.7% | $4,296-53.7% |