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 | $149,217 | $62,586+138.4% | $76,768+94.4% | $64,186+132.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+14.9pp | 69.6%+22.3pp |
| Annual return | 1.01% | -1.95%+3.0pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $2,994 | $1,832+63.4% | $2,485+20.5% | $2,381+25.7% |
| Participant deferral / active EE | $6,032 | $3,145+91.8% | $3,852+56.6% | $3,470+73.8% |
| Admin fee / account holder | $5,849 | $4,667+25.3% | $6,675-12.4% | $4,888+19.7% |