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 | $83,989 | $109,359-23.2% | $162,163-48.2% | $72,985+15.1% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 20.66% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,668 | $3,907-31.7% | $5,614-52.5% | $2,440+9.4% |
| Participant deferral / active EE | $4,424 | $5,481-19.3% | $7,298-39.4% | $3,607+22.6% |
| Admin fee / account holder | $2,174 | $7,972-72.7% | $10,843-79.9% | $5,124-57.6% |