Filed May 20, 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 8-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 | $100,862 | $183,963-45.2% | $162,163-37.8% | $152,861-34.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.17% | 150.76%-122.6pp | 115.59%-87.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $14,271 | $6,371+124.0% | $5,614+154.2% | $4,762+199.7% |
| Participant deferral / active EE | $13,634 | $8,034+69.7% | $7,298+86.8% | $5,850+133.1% |
| Admin fee / account holder | $921 | $13,121-93.0% | $10,843-91.5% | $11,596-92.1% |