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 | $119,310 | $102,317+16.6% | $146,958-18.8% | $80,856+47.6% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 17.31% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,244 | $3,713-66.5% | $4,933-74.8% | $2,755-54.8% |
| Participant deferral / active EE | $5,060 | $6,644-23.8% | $8,070-37.3% | $4,296+17.8% |
| Admin fee / account holder | $2,653 | $7,941-66.6% | $12,998-79.6% | $6,918-61.7% |