Filed October 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,685 | $83,477-36.9% | $125,175-57.9% | $72,985-27.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 9.37% | 25.78%-16.4pp | 43.79%-34.4pp | 81.00%-71.6pp |
| Employer contribution / active EE | $6,897 | $2,345+194.1% | $3,865+78.4% | $2,440+182.7% |
| Participant deferral / active EE | $7,884 | $3,585+119.9% | $4,937+59.7% | $3,607+118.5% |
| Admin fee / account holder | $2,798 | $5,517-49.3% | $9,702-71.2% | $5,124-45.4% |