Filed April 11, 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 | $226,918 | $87,733+158.6% | $106,548+113.0% | $85,850+164.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 7.88% | 21.86%-14.0pp | 26.80%-18.9pp | 318.53%-310.7pp |
| Employer contribution / active EE | $5,244 | $2,073+153.0% | $2,819+86.0% | $2,565+104.4% |
| Participant deferral / active EE | $5,825 | $3,469+67.9% | $4,398+32.5% | $3,952+47.4% |
| Admin fee / account holder | $10,900 | $6,767+61.1% | $7,407+47.2% | $6,260+74.1% |