Filed December 20, 2024 (most recent of 4 filings on file)
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 | $105,939 | $148,978-28.9% | $200,582-47.2% | $84,808+24.9% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,200 | $4,815-33.5% | $6,419-50.1% | $2,631+21.6% |
| Participant deferral / active EE | $5,792 | $7,142-18.9% | $9,331-37.9% | $4,212+37.5% |
| Admin fee / account holder | $3,168 | $13,977-77.3% | $16,305-80.6% | $7,344-56.9% |