Filed April 2, 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 | $157,719 | $109,881+43.5% | $150,045+5.1% | $84,808+86.0% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,814 | $3,561+7.1% | $4,693-18.7% | $2,631+45.0% |
| Participant deferral / active EE | $8,829 | $6,636+33.1% | $7,997+10.4% | $4,212+109.6% |
| Admin fee / account holder | $20,235 | $8,568+136.2% | $13,435+50.6% | $7,344+175.5% |