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 | $49,904 | $77,899-35.9% | $149,673-66.7% | $75,163-33.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 43.30% | 31.72%+11.6pp | 134.42%-91.1pp | 160.62%-117.3pp |
| Employer contribution / active EE | $7,796 | $3,137+148.5% | $4,818+61.8% | $2,670+192.0% |
| Participant deferral / active EE | $10,442 | $3,411+206.1% | $5,680+83.8% | $4,125+153.1% |
| Admin fee / account holder | $5,339 | $5,956-10.4% | $13,210-59.6% | $5,651-5.5% |