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 8-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 | $37,687 | $138,065-72.7% | $123,544-69.5% | $135,375-72.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,406 | $5,151-72.7% | $4,628-69.6% | $4,779-70.6% |
| Participant deferral / active EE | $2,417 | $6,799-64.4% | $6,426-62.4% | $5,609-56.9% |
| Admin fee / account holder | $513 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |