Filed October 15, 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 | $74,882 | $57,281+30.7% | $86,612-13.5% | $75,163-0.4% |
| Participation rate | 72.0% | 63.2%+8.8pp | 71.7%+0.3pp | 67.2%+4.8pp |
| Annual return | 21.74% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.9pp |
| Employer contribution / active EE | $8,612 | $2,314+272.1% | $3,022+184.9% | $2,670+222.6% |
| Participant deferral / active EE | $3,951 | $3,318+19.1% | $4,438-11.0% | $4,125-4.2% |
| Admin fee / account holder | $3,998 | $4,112-2.8% | $5,614-28.8% | $5,651-29.3% |