Filed October 24, 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 | $120,948 | $81,248+48.9% | $155,509-22.2% | $80,856+49.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 7.00% | 33.31%-26.3pp | 64.67%-57.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $3,499 | $3,100+12.9% | $4,672-25.1% | $2,755+27.0% |
| Participant deferral / active EE | $3,721 | $3,452+7.8% | $5,626-33.9% | $4,296-13.4% |
| Admin fee / account holder | $6,160 | $7,997-23.0% | $15,912-61.3% | $6,918-11.0% |