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 | $178,470 | $109,413+63.1% | $156,263+14.2% | $84,808+110.4% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 12.85% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $15,950 | $2,907+448.7% | $4,333+268.1% | $2,631+506.2% |
| Participant deferral / active EE | $6,882 | $4,590+50.0% | $6,158+11.8% | $4,212+63.4% |
| Admin fee / account holder | $18,406 | $9,357+96.7% | $14,255+29.1% | $7,344+150.6% |