Filed February 28, 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 | $73,239 | $78,926-7.2% | $136,749-46.4% | $84,808-13.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.76% | 18.17%-3.4pp | 24.33%-9.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,387 | $2,134+199.3% | $3,400+87.9% | $2,631+142.8% |
| Participant deferral / active EE | $4,548 | $3,168+43.5% | $4,692-3.1% | $4,212+8.0% |
| Admin fee / account holder | $64,643 | $6,369+915.0% | $11,386+467.7% | $7,344+780.2% |