Filed December 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,068 | $54,350-37.3% | $82,719-58.8% | $68,494-50.3% |
| Participation rate | 73.5% | 63.9%+9.6pp | 72.6%+1.0pp | 67.9%+5.6pp |
| Annual return | -17.25% | -13.67%-3.6pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,880 | $2,218-15.2% | $3,009-37.5% | $2,596-27.6% |
| Participant deferral / active EE | $6,690 | $3,246+106.1% | $4,395+52.2% | $4,027+66.1% |
| Admin fee / account holder | $2,312 | $4,395-47.4% | $5,329-56.6% | $5,403-57.2% |