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 | $108,648 | $54,705+98.6% | $71,209+52.6% | $84,808+28.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.55% | 35.90%-18.3pp | 282.51%-265.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,122 | $2,158+183.7% | $2,721+125.0% | $2,631+132.7% |
| Participant deferral / active EE | $11,192 | $3,030+269.3% | $4,175+168.1% | $4,212+165.7% |
| Admin fee / account holder | $4,008 | $4,863-17.6% | $5,349-25.1% | $7,344-45.4% |