Filed August 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,198 | $54,705+48.4% | $71,209+14.0% | $84,808-4.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.63% | 35.90%-23.3pp | 282.51%-269.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,975 | $2,158+84.2% | $2,721+46.1% | $2,631+51.1% |
| Participant deferral / active EE | $7,111 | $3,030+134.6% | $4,175+70.3% | $4,212+68.8% |
| Admin fee / account holder | $13,684 | $4,863+181.4% | $5,349+155.8% | $7,344+86.3% |