Filed January 22, 2025 (most recent of 5 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 | $152,593 | $78,926+93.3% | $136,749+11.6% | $84,808+79.9% |
| Participation rate | 73.0% | 62.2%+10.9pp | 72.1%+0.9pp | 68.3%+4.7pp |
| Annual return | 17.52% | 18.17%-0.6pp | 24.33%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,809 | $2,134+31.6% | $3,400-17.4% | $2,631+6.8% |
| Participant deferral / active EE | $5,991 | $3,168+89.1% | $4,692+27.7% | $4,212+42.2% |
| Admin fee / account holder | $1,442 | $6,369-77.4% | $11,386-87.3% | $7,344-80.4% |