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 | $61,222 | $100,041-38.8% | $149,718-59.1% | $70,131-12.7% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 13.63% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,983 | $3,662-18.5% | $5,445-45.2% | $2,342+27.3% |
| Participant deferral / active EE | $4,027 | $4,983-19.2% | $6,569-38.7% | $3,332+20.9% |
| Admin fee / account holder | $6,519 | $8,286-21.3% | $11,283-42.2% | $4,645+40.3% |