Filed February 29, 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 3-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 | $30,797 | $73,867-58.3% | $143,757-78.6% | $68,494-55.0% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,715 | $3,184+79.5% | $4,951+15.4% | $2,596+120.1% |
| Participant deferral / active EE | $7,339 | $3,384+116.9% | $5,637+30.2% | $4,027+82.2% |
| Admin fee / account holder | $2,880 | $5,755-49.9% | $14,673-80.4% | $5,403-46.7% |