Filed December 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,854 | $148,978+110.0% | $200,582+56.0% | $84,808+268.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.45% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $8,048 | $4,815+67.1% | $6,419+25.4% | $2,631+205.9% |
| Participant deferral / active EE | $12,234 | $7,142+71.3% | $9,331+31.1% | $4,212+190.5% |
| Admin fee / account holder | $2,799 | $13,977-80.0% | $16,305-82.8% | $7,344-61.9% |