Filed February 19, 2024 (most recent of 3 filings on file)
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 | $25,170 | $72,012-65.0% | $185,823-86.5% | $79,858-68.5% |
| Participation rate | 72.5% | 65.8%+6.8pp | 78.0%-5.5pp | 69.6%+2.9pp |
| Annual return | 21.61% | 23.12%-1.5pp | 35.95%-14.3pp | 31.71%-10.1pp |
| Employer contribution / active EE | $766 | $1,965-61.0% | $4,087-81.3% | $2,471-69.0% |
| Participant deferral / active EE | $2,996 | $3,779-20.7% | $5,632-46.8% | $3,740-19.9% |
| Admin fee / account holder | $922 | $4,513-79.6% | $9,500-90.3% | $5,306-82.6% |