Filed January 30, 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 | $143,778 | $89,753+60.2% | $107,525+33.7% | $84,808+69.5% |
| Participation rate | 87.8% | 68.1%+19.7pp | 75.1%+12.7pp | 68.3%+19.5pp |
| Annual return | 15.67% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,276 | $3,113+37.3% | $3,754+13.9% | $2,631+62.5% |
| Participant deferral / active EE | $7,699 | $4,056+89.8% | $5,116+50.5% | $4,212+82.8% |
| Admin fee / account holder | $8,767 | $7,222+21.4% | $8,919-1.7% | $7,344+19.4% |