Filed June 10, 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 | $103,318 | $58,927+75.3% | $76,817+34.5% | $72,985+41.6% |
| Participation rate | 87.8% | 67.3%+20.5pp | 72.1%+15.7pp | 69.5%+18.3pp |
| Annual return | 23.13% | 2305.64%-2282.5pp | 1166.11%-1143.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,159 | $2,690+91.7% | $3,336+54.7% | $3,607+43.0% |
| Admin fee / account holder | $898 | $4,013-77.6% | $6,420-86.0% | $5,124-82.5% |