Filed February 18, 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 4-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 | $18,922 | $117,841-83.9% | $102,423-81.5% | $145,922-87.0% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 29.65% | 31.65%-2.0pp | 29.32%+0.3pp | 561.29%-531.6pp |
| Employer contribution / active EE | $1,284 | $3,615-64.5% | $3,023-57.5% | $4,660-72.4% |
| Participant deferral / active EE | $8,669 | $5,731+51.3% | $5,053+71.6% | $6,688+29.6% |
| Admin fee / account holder | $2,729 | $13,326-79.5% | $9,451-71.1% | $13,397-79.6% |