Filed July 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,406 | $60,349+104.5% | $74,183+66.4% | $62,891+96.2% |
| Participation rate | 85.0% | 72.7%+12.3pp | 76.6%+8.4pp | 69.3%+15.7pp |
| Annual return | 2.98% | 21.37%-18.4pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,272 | $1,680-24.3% | $2,370-46.3% | $2,281-44.2% |
| Participant deferral / active EE | $4,206 | $2,856+47.3% | $3,550+18.5% | $3,203+31.3% |
| Admin fee / account holder | $10,895 | $4,261+155.7% | $5,586+95.0% | $4,296+153.6% |