Filed April 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,497 | $148,978-29.9% | $200,582-47.9% | $84,808+23.2% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 14.07% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,593 | $4,815-46.2% | $6,419-59.6% | $2,631-1.5% |
| Participant deferral / active EE | $1,497 | $7,142-79.0% | $9,331-84.0% | $4,212-64.4% |
| Admin fee / account holder | $4,715 | $13,977-66.3% | $16,305-71.1% | $7,344-35.8% |