Filed May 14, 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 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,520 | $100,852+242.6% | $90,404+282.2% | $158,922+117.4% |
| Participation rate | 95.8% | 75.0%+20.8pp | 72.7%+23.2pp | 82.0%+13.9pp |
| Annual return | 14.63% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $14,091 | $3,689+282.0% | $3,262+332.0% | $4,761+196.0% |
| Participant deferral / active EE | $14,333 | $4,348+229.7% | $3,963+261.6% | $5,982+139.6% |
| Admin fee / account holder | $2,713 | $6,501-58.3% | $5,611-51.7% | $11,246-75.9% |