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 | $115,536 | $93,571+23.5% | $135,903-15.0% | $75,163+53.7% |
| Participation rate | 79.0% | 75.2%+3.9pp | 81.9%-2.9pp | 67.2%+11.8pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,264 | $3,537-64.3% | $4,856-74.0% | $2,670-52.7% |
| Participant deferral / active EE | $4,931 | $6,404-23.0% | $7,758-36.4% | $4,125+19.5% |
| Admin fee / account holder | $2,659 | $6,975-61.9% | $10,762-75.3% | $5,651-53.0% |