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 | $66,271 | $110,094-39.8% | $151,611-56.3% | $68,494-3.2% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.6pp | 67.9%+30.2pp |
| Annual return | -12.41% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,699 | $4,471-17.3% | $6,166-40.0% | $2,596+42.5% |
| Participant deferral / active EE | $6,372 | $6,527-2.4% | $8,363-23.8% | $4,027+58.2% |
| Admin fee / account holder | $18,096 | $7,719+134.4% | $11,616+55.8% | $5,403+234.9% |