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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,617 | $197,591-51.1% | $177,821-45.7% | $158,922-39.2% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | -4.48% | 58.76%-63.2pp | 48.32%-52.8pp | 302.83%-307.3pp |
| Employer contribution / active EE | $1,656 | $6,697-75.3% | $5,918-72.0% | $4,761-65.2% |
| Participant deferral / active EE | $2,615 | $8,405-68.9% | $7,714-66.1% | $5,982-56.3% |
| Admin fee / account holder | $362 | $15,399-97.7% | $12,427-97.1% | $11,246-96.8% |