Filed July 29, 2024 (most recent of 3 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 | $155,161 | $58,208+166.6% | $81,812+89.7% | $80,856+91.9% |
| Participation rate | 73.3% | 63.4%+9.9pp | 72.3%+1.0pp | 67.6%+5.7pp |
| Annual return | 13.94% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,107 | $2,340+161.0% | $2,912+109.7% | $2,755+121.7% |
| Participant deferral / active EE | $4,447 | $3,281+35.6% | $4,319+3.0% | $4,296+3.5% |
| Admin fee / account holder | $7,427 | $4,981+49.1% | $7,386+0.6% | $6,918+7.4% |