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 | $78,996 | $73,867+6.9% | $143,757-45.0% | $68,494+15.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.95% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,894 | $3,184-9.1% | $4,951-41.5% | $2,596+11.5% |
| Participant deferral / active EE | $3,658 | $3,384+8.1% | $5,637-35.1% | $4,027-9.2% |
| Admin fee / account holder | $1,195 | $5,755-79.2% | $14,673-91.9% | $5,403-77.9% |