Filed July 24, 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 10-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 | $119,474 | $95,416+25.2% | $185,823-35.7% | $85,850+39.2% |
| Participation rate | 95.3% | 68.8%+26.6pp | 81.7%+13.6pp | 69.3%+26.0pp |
| Annual return | 16.23% | 23.59%-7.4pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $5,501 | $3,314+66.0% | $5,167+6.5% | $2,565+114.5% |
| Participant deferral / active EE | $6,894 | $3,423+101.4% | $5,568+23.8% | $3,952+74.5% |
| Admin fee / account holder | $2,669 | $7,213-63.0% | $16,237-83.6% | $6,260-57.4% |