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 | $66,583 | $87,841-24.2% | $133,980-50.3% | $62,891+5.9% |
| Participation rate | 97.6% | 83.4%+14.2pp | 87.1%+10.6pp | 69.3%+28.3pp |
| Annual return | 9.60% | 12.05%-2.4pp | 29.30%-19.7pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,001 | $3,483-13.8% | $5,211-42.4% | $2,281+31.6% |
| Participant deferral / active EE | $3,854 | $4,812-19.9% | $6,282-38.7% | $3,203+20.3% |
| Admin fee / account holder | $3,361 | $5,371-37.4% | $9,324-64.0% | $4,296-21.8% |