Filed December 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 3-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 | $23,350 | $159,602-85.4% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,156 | $4,961-56.5% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $5,449 | $8,310-34.4% | $7,997-31.9% | $6,507-16.3% |
| Admin fee / account holder | $4,391 | $14,846-70.4% | $13,435-67.3% | $12,624-65.2% |