Filed May 14, 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 | $162,330 | $91,538+77.3% | $129,995+24.9% | $75,163+116.0% |
| Participation rate | 85.3% | 71.4%+13.9pp | 78.5%+6.8pp | 67.2%+18.1pp |
| Annual return | 14.64% | -631.11%+645.7pp | -137.18%+151.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $12,447 | $2,845+337.5% | $4,320+188.1% | $2,670+366.2% |
| Participant deferral / active EE | $7,963 | $4,341+83.4% | $5,820+36.8% | $4,125+93.0% |
| Admin fee / account holder | $5,939 | $6,790-12.5% | $10,614-44.1% | $5,651+5.1% |