Filed April 3, 2024 (most recent of 2 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 6-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 | $59,961 | $102,317-41.4% | $146,958-59.2% | $80,856-25.8% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.2%-4.7pp | 67.6%+9.9pp |
| Annual return | 22.43% | 134.76%-112.3pp | 418.34%-395.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $4,979 | $3,713+34.1% | $4,933+0.9% | $2,755+80.7% |
| Participant deferral / active EE | $11,004 | $6,644+65.6% | $8,070+36.4% | $4,296+156.2% |
| Admin fee / account holder | $1,145 | $7,941-85.6% | $12,998-91.2% | $6,918-83.5% |