Filed February 7, 2025
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 | $83,648 | $68,719+21.7% | $91,541-8.6% | $84,808-1.4% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 14.18% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,446 | $1,920-24.7% | $2,505-42.3% | $2,631-45.0% |
| Participant deferral / active EE | $3,063 | $3,136-2.3% | $4,008-23.6% | $4,212-27.3% |
| Admin fee / account holder | $9,749 | $5,786+68.5% | $6,956+40.2% | $7,344+32.8% |