Filed November 21, 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 9-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 | $48,244 | $209,832-77.0% | $189,513-74.5% | $167,490-71.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.05% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,954 | $6,914-71.7% | $6,162-68.3% | $4,837-59.6% |
| Participant deferral / active EE | $3,431 | $8,935-61.6% | $8,221-58.3% | $6,341-45.9% |
| Admin fee / account holder | $2,027 | $14,293-85.8% | $12,045-83.2% | $12,309-83.5% |