Filed October 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,525 | $110,094-52.3% | $151,611-65.4% | $68,494-23.3% |
| Participation rate | 77.0% | 84.0%-6.9pp | 87.5%-10.4pp | 67.9%+9.2pp |
| Annual return | -18.36% | -10.12%-8.2pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,533 | $4,471-65.7% | $6,166-75.1% | $2,596-41.0% |
| Participant deferral / active EE | $3,336 | $6,527-48.9% | $8,363-60.1% | $4,027-17.2% |
| Admin fee / account holder | $2,628 | $7,719-66.0% | $11,616-77.4% | $5,403-51.4% |