Filed June 13, 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 5-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 | $40,792 | $95,416-57.2% | $185,823-78.0% | $85,850-52.5% |
| Participation rate | 71.7% | 68.8%+2.9pp | 81.7%-10.0pp | 69.3%+2.4pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $803 | $3,314-75.8% | $5,167-84.5% | $2,565-68.7% |
| Participant deferral / active EE | $1,441 | $3,423-57.9% | $5,568-74.1% | $3,952-63.5% |
| Admin fee / account holder | $1,378 | $7,213-80.9% | $16,237-91.5% | $6,260-78.0% |