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 | $92,216 | $82,664+11.6% | $125,339-26.4% | $68,494+34.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,300 | $3,381-61.6% | $4,814-73.0% | $2,596-49.9% |
| Participant deferral / active EE | $4,896 | $6,110-19.9% | $7,446-34.3% | $4,027+21.6% |
| Admin fee / account holder | $19,435 | $6,275+209.7% | $10,010+94.2% | $5,403+259.7% |