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 | $76,877 | $54,229+41.8% | $70,092+9.7% | $68,494+12.2% |
| Participation rate | 94.1% | 64.5%+29.6pp | 70.5%+23.6pp | 67.9%+26.2pp |
| Annual return | -11.58% | -13.87%+2.3pp | 190.73%-202.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,039 | $2,018-48.5% | $2,559-59.4% | $2,596-60.0% |
| Participant deferral / active EE | $6,227 | $2,956+110.7% | $3,849+61.8% | $4,027+54.6% |
| Admin fee / account holder | $39,712 | $4,694+746.0% | $6,267+533.7% | $5,403+635.0% |