Filings through .
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 6-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 | $45,189 | $127,065-64.4% | $113,168-60.1% | $142,382-68.3% |
| Participation rate | 72.2% | 79.2%-7.0pp | 76.6%-4.3pp | 80.1%-7.9pp |
| Annual return | 13.51% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,200 | $3,442-36.1% | $2,975-26.0% | $4,299-48.8% |
| Participant deferral / active EE | $6,030 | $5,716+5.5% | $5,107+18.1% | $6,507-7.3% |
| Admin fee / account holder | $8,354 | $15,736-46.9% | $12,068-30.8% | $12,624-33.8% |