Filed March 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,520 | $82,882+183.0% | $127,761+83.6% | $72,985+221.3% |
| Participation rate | 84.6% | 71.5%+13.1pp | 79.0%+5.6pp | 69.5%+15.1pp |
| Annual return | 14.66% | 32.20%-17.5pp | 26.14%-11.5pp | 81.00%-66.3pp |
| Employer contribution / active EE | $15,000 | $3,346+348.3% | $4,574+228.0% | $2,440+514.8% |
| Participant deferral / active EE | $6,694 | $4,791+39.7% | $6,021+11.2% | $3,607+85.6% |
| Admin fee / account holder | $55,823 | $6,487+760.5% | $9,395+494.1% | $5,124+989.4% |