Filed April 12, 2024 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,803 | $30,400+185.5% | $53,898+61.1% | $84,808+2.4% |
| Participation rate | 88.6% | 46.4%+42.1pp | 55.0%+33.6pp | 68.3%+20.3pp |
| Annual return | 10.55% | 500.19%-489.6pp | 528.60%-518.1pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,045 | $603+405.2% | $932+226.7% | $2,631+15.7% |
| Participant deferral / active EE | $6,557 | $1,199+447.0% | $1,826+259.0% | $4,212+55.7% |
| Admin fee / account holder | $6,208 | $1,993+211.4% | $2,491+149.2% | $7,344-15.5% |