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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,398 | $109,881+21.4% | $150,045-11.1% | $84,808+57.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 13.55% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,936 | $3,561-17.6% | $4,693-37.4% | $2,631+11.6% |
| Participant deferral / active EE | $11,252 | $6,636+69.6% | $7,997+40.7% | $4,212+167.2% |
| Admin fee / account holder | $12,732 | $8,568+48.6% | $13,435-5.2% | $7,344+73.4% |