Filed December 17, 2024 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,717 | $45,863+887.1% | $77,024+487.8% | $68,494+561.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -8.82% | 1.72%-10.5pp | 42.32%-51.1pp | -7.84%-1.0pp |
| Employer contribution / active EE | $25,207 | $1,650+1428.1% | $2,812+796.3% | $2,596+870.9% |
| Participant deferral / active EE | $6,284 | $2,962+112.1% | $4,426+42.0% | $4,027+56.0% |
| Admin fee / account holder | $25,262 | $3,041+730.8% | $5,425+365.6% | $5,403+367.6% |