Filed December 18, 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 | $119,003 | $109,881+8.3% | $150,045-20.7% | $84,808+40.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 23.94% | 28.25%-4.3pp | 62.55%-38.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $3,933 | $3,561+10.4% | $4,693-16.2% | $2,631+49.5% |
| Participant deferral / active EE | $9,902 | $6,636+49.2% | $7,997+23.8% | $4,212+135.1% |
| Admin fee / account holder | $3,308 | $8,568-61.4% | $13,435-75.4% | $7,344-55.0% |