Filed November 8, 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 | $228,001 | $80,673+182.6% | $101,326+125.0% | $84,808+168.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 13.26% | 38.95%-25.7pp | 36.82%-23.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $8,981 | $2,698+232.9% | $3,665+145.0% | $2,631+241.4% |
| Participant deferral / active EE | $7,538 | $6,840+10.2% | $7,994-5.7% | $4,212+79.0% |
| Admin fee / account holder | $2,628 | $12,784-79.4% | $11,185-76.5% | $7,344-64.2% |