Filed September 25, 2024 (most recent of 2 filings on file)
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 | $75,237 | $65,041+15.7% | $90,951-17.3% | $79,858-5.8% |
| Participation rate | 87.2% | 61.6%+25.6pp | 69.0%+18.2pp | 69.6%+17.6pp |
| Annual return | 13.70% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,223 | $1,247+158.5% | $2,122+51.9% | $2,471+30.5% |
| Participant deferral / active EE | $2,421 | $2,512-3.6% | $3,373-28.2% | $3,740-35.3% |
| Admin fee / account holder | $1,601 | $4,536-64.7% | $5,959-73.1% | $5,306-69.8% |