Filed January 8, 2025
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,769 | $98,240-57.5% | $82,313-49.3% | $147,584-71.7% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 8.50% | 30.85%-22.4pp | 25.88%-17.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,453 | $3,192-23.2% | $2,428+1.0% | $4,876-49.7% |
| Participant deferral / active EE | $4,917 | $4,383+12.2% | $3,706+32.7% | $5,439-9.6% |
| Admin fee / account holder | $9,836 | $8,563+14.9% | $5,608+75.4% | $10,885-9.6% |