Filed February 20, 2025
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,029 | $51,576+448.8% | $129,207+119.1% | $80,856+250.0% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | 20.30% | 20.81%-0.5pp | 9417.33%-9397.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $18,820 | $1,584+1088.3% | $4,153+353.1% | $2,755+583.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $58,229 | $4,305+1252.6% | $7,715+654.8% | $6,918+741.7% |