Filed January 31, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,672 | $107,452+213.3% | $91,541+267.8% | $142,382+136.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 25.81% | 22.06%+3.8pp | 20.50%+5.3pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,206 | $2,994+7.1% | $2,505+28.0% | $4,299-25.4% |
| Participant deferral / active EE | $9,185 | $4,754+93.2% | $4,008+129.2% | $6,507+41.1% |
| Admin fee / account holder | $2,076 | $8,834-76.5% | $6,956-70.2% | $12,624-83.6% |