Filed February 27, 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 | $69,481 | $89,355-22.2% | $141,162-50.8% | $72,985-4.8% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 20.48% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,780 | $3,114-42.8% | $4,735-62.4% | $2,440-27.0% |
| Participant deferral / active EE | $3,863 | $5,418-28.7% | $6,709-42.4% | $3,607+7.1% |
| Admin fee / account holder | $6,538 | $5,958+9.7% | $10,261-36.3% | $5,124+27.6% |