Filed January 2, 2025 (most recent of 3 filings on file)
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 | $134,830 | $89,355+50.9% | $141,162-4.5% | $72,985+84.7% |
| Participation rate | 95.1% | 75.1%+19.9pp | 82.5%+12.6pp | 69.5%+25.6pp |
| Annual return | 22.27% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,315 | $3,114-25.7% | $4,735-51.1% | $2,440-5.1% |
| Participant deferral / active EE | $8,411 | $5,418+55.2% | $6,709+25.4% | $3,607+133.2% |
| Admin fee / account holder | $1,460 | $5,958-75.5% | $10,261-85.8% | $5,124-71.5% |