Filed October 31, 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 | $73,772 | $98,750-25.3% | $149,696-50.7% | $79,858-7.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 19.15% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,221 | $3,216+0.1% | $4,644-30.7% | $2,471+30.3% |
| Participant deferral / active EE | $7,970 | $5,680+40.3% | $6,842+16.5% | $3,740+113.1% |
| Admin fee / account holder | $2,311 | $6,053-61.8% | $9,309-75.2% | $5,306-56.5% |