Filed December 4, 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 | $61,717 | $76,552-19.4% | $123,892-50.2% | $62,891-1.9% |
| Participation rate | 76.8% | 73.0%+3.8pp | 81.4%-4.6pp | 69.3%+7.5pp |
| Annual return | 6.47% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $993 | $2,883-65.5% | $4,617-78.5% | $2,281-56.5% |
| Participant deferral / active EE | $3,887 | $4,840-19.7% | $5,984-35.0% | $3,203+21.4% |
| Admin fee / account holder | $820 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |