Filed July 17, 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 | $87,858 | $214,378-59.0% | $200,582-56.2% | $142,382-38.3% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 26.47% | 46.41%-19.9pp | 42.33%-15.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,795 | $6,841-59.1% | $6,419-56.5% | $4,299-35.0% |
| Participant deferral / active EE | $5,371 | $9,865-45.5% | $9,331-42.4% | $6,507-17.5% |
| Admin fee / account holder | $848 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |