Filed September 9, 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 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 | $33,129 | $102,317-67.6% | $146,958-77.5% | $80,856-59.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 47.96% | 134.76%-86.8pp | 418.34%-370.4pp | 35.59%+12.4pp |
| Employer contribution / active EE | $4,799 | $3,713+29.2% | $4,933-2.7% | $2,755+74.2% |
| Participant deferral / active EE | $7,829 | $6,644+17.8% | $8,070-3.0% | $4,296+82.3% |
| Admin fee / account holder | $2,189 | $7,941-72.4% | $12,998-83.2% | $6,918-68.4% |