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 | $96,158 | $89,355+7.6% | $141,162-31.9% | $72,985+31.8% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 33.63% | 111.85%-78.2pp | 71.39%-37.8pp | 81.00%-47.4pp |
| Employer contribution / active EE | $1,014 | $3,114-67.4% | $4,735-78.6% | $2,440-58.4% |
| Participant deferral / active EE | $4,154 | $5,418-23.3% | $6,709-38.1% | $3,607+15.2% |
| Admin fee / account holder | $448 | $5,958-92.5% | $10,261-95.6% | $5,124-91.3% |