Filed November 6, 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 | $166,760 | $214,378-22.2% | $200,582-16.9% | $142,382+17.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $12,445 | $6,841+81.9% | $6,419+93.9% | $4,299+189.5% |
| Participant deferral / active EE | $9,808 | $9,865-0.6% | $9,331+5.1% | $6,507+50.7% |
| Admin fee / account holder | $12,658 | $17,692-28.5% | $16,305-22.4% | $12,624+0.3% |