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 | $155,285 | $101,724+52.7% | $164,813-5.8% | $80,856+92.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.22% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $15,440 | $2,953+422.8% | $4,341+255.7% | $2,755+460.5% |
| Participant deferral / active EE | $7,228 | $4,477+61.4% | $6,031+19.8% | $4,296+68.3% |
| Admin fee / account holder | $1,483 | $8,227-82.0% | $12,690-88.3% | $6,918-78.6% |