Filed October 8, 2024 (most recent of 6 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 | $91,801 | $138,347-33.6% | $184,203-50.2% | $80,856+13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.01% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,688 | $4,850-24.0% | $6,427-42.6% | $2,755+33.9% |
| Participant deferral / active EE | $5,914 | $7,071-16.4% | $9,131-35.2% | $4,296+37.7% |
| Admin fee / account holder | $2,527 | $10,483-75.9% | $13,901-81.8% | $6,918-63.5% |