Filed December 9, 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 | $62,777 | $99,020-36.6% | $86,590-27.5% | $147,584-57.5% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 17.23% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $675 | $3,132-78.4% | $2,839-76.2% | $4,876-86.2% |
| Participant deferral / active EE | $3,271 | $3,972-17.6% | $3,609-9.3% | $5,439-39.9% |
| Admin fee / account holder | $444 | $5,710-92.2% | $4,906-90.9% | $10,885-95.9% |