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 | $124,575 | $98,750+26.2% | $149,696-16.8% | $79,858+56.0% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 21.60% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,269 | $3,216-60.5% | $4,644-72.7% | $2,471-48.6% |
| Participant deferral / active EE | $5,217 | $5,680-8.1% | $6,842-23.7% | $3,740+39.5% |
| Admin fee / account holder | $3,718 | $6,053-38.6% | $9,309-60.1% | $5,306-29.9% |