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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,337 | $85,202+38.9% | $172,739-31.5% | $72,985+62.1% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.1pp | 69.5%+18.3pp |
| Annual return | 17.22% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $3,203 | $3,324-3.7% | $5,143-37.7% | $2,440+31.3% |
| Participant deferral / active EE | $3,830 | $3,260+17.5% | $5,198-26.3% | $3,607+6.2% |
| Admin fee / account holder | $8,875 | $5,884+50.8% | $13,954-36.4% | $5,124+73.2% |