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 | $47,233 | $109,881-57.0% | $150,045-68.5% | $84,808-44.3% |
| Participation rate | 98.1% | 76.1%+22.0pp | 82.3%+15.8pp | 68.3%+29.8pp |
| Annual return | 22.62% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,979 | $3,561+39.8% | $4,693+6.1% | $2,631+89.2% |
| Participant deferral / active EE | $8,064 | $6,636+21.5% | $7,997+0.8% | $4,212+91.5% |
| Admin fee / account holder | $1,043 | $8,568-87.8% | $13,435-92.2% | $7,344-85.8% |