Filed October 18, 2024
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.
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 | $60,269 | $109,881-45.2% | $150,045-59.8% | $84,808-28.9% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.8pp | 68.3%+23.8pp |
| Annual return | 257.64% | 28.25%+229.4pp | 62.55%+195.1pp | 40.90%+216.7pp |
| Employer contribution / active EE | $28,931 | $3,561+712.4% | $4,693+516.5% | $2,631+999.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $25,340 | $8,568+195.8% | $13,435+88.6% | $7,344+245.1% |