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 | $91,833 | $123,793-25.8% | $177,821-48.4% | $79,858+15.0% |
| Participation rate | 96.1% | 84.7%+11.4pp | 87.7%+8.4pp | 69.6%+26.4pp |
| Annual return | 12.27% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,862 | $4,095-30.1% | $5,918-51.6% | $2,471+15.8% |
| Participant deferral / active EE | $4,625 | $5,956-22.4% | $7,714-40.0% | $3,740+23.7% |
| Admin fee / account holder | $2,932 | $7,243-59.5% | $12,427-76.4% | $5,306-44.8% |