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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,721 | $67,606+130.3% | $82,313+89.2% | $70,131+122.0% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 18.92% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,746 | $2,987+58.9% | $3,706+28.1% | $3,332+42.4% |
| Admin fee / account holder | $3,184 | $4,512-29.4% | $5,608-43.2% | $4,645-31.5% |