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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,763 | $88,594+172.9% | $70,092+244.9% | $134,475+79.8% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | 20.75% | 442.67%-421.9pp | 190.73%-170.0pp | 417.96%-397.2pp |
| Employer contribution / active EE | $2,954 | $3,233-8.6% | $2,559+15.5% | $4,740-37.7% |
| Participant deferral / active EE | $9,468 | $4,772+98.4% | $3,849+146.0% | $6,400+47.9% |
| Admin fee / account holder | $605 | $10,441-94.2% | $6,267-90.3% | $11,426-94.7% |