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 | $62,812 | $94,529-33.6% | $140,016-55.1% | $64,186-2.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.96% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,056 | $3,812-19.8% | $5,606-45.5% | $2,381+28.4% |
| Participant deferral / active EE | $4,264 | $5,250-18.8% | $6,927-38.5% | $3,470+22.9% |
| Admin fee / account holder | $4,057 | $6,741-39.8% | $10,705-62.1% | $4,888-17.0% |