Filed December 19, 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 | $208,022 | $95,803+117.1% | $113,168+83.8% | $84,808+145.3% |
| Participation rate | 88.4% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.1pp |
| Annual return | 17.22% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,434 | $2,360-39.2% | $2,975-51.8% | $2,631-45.5% |
| Participant deferral / active EE | $5,815 | $4,242+37.1% | $5,107+13.9% | $4,212+38.1% |
| Admin fee / account holder | $9,222 | $8,989+2.6% | $12,068-23.6% | $7,344+25.6% |