Filed November 18, 2024 (most recent of 2 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 | $159,747 | $91,538+74.5% | $129,995+22.9% | $75,163+112.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.51% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $16,614 | $2,845+483.9% | $4,320+284.6% | $2,670+522.3% |
| Participant deferral / active EE | $18,341 | $4,341+322.5% | $5,820+215.1% | $4,125+344.6% |
| Admin fee / account holder | $15,417 | $6,790+127.1% | $10,614+45.2% | $5,651+172.8% |