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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,005 | $87,013+80.4% | $106,213+47.8% | $80,856+94.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.30% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,220 | $2,395+117.9% | $3,171+64.6% | $2,755+89.5% |
| Participant deferral / active EE | $5,777 | $3,986+44.9% | $5,016+15.2% | $4,296+34.5% |
| Admin fee / account holder | $19,883 | $8,431+135.8% | $11,033+80.2% | $6,918+187.4% |