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 | $192,980 | $101,724+89.7% | $164,813+17.1% | $80,856+138.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.90% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $16,805 | $2,953+469.0% | $4,341+287.1% | $2,755+510.0% |
| Participant deferral / active EE | $18,005 | $4,477+302.1% | $6,031+198.5% | $4,296+319.1% |
| Admin fee / account holder | $16,032 | $8,227+94.9% | $12,690+26.3% | $6,918+131.7% |