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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,315 | $140,986+273.3% | $198,754+164.8% | $116,875+350.3% |
| Participation rate | 97.4% | 77.3%+20.2pp | 81.4%+16.0pp | 74.5%+22.9pp |
| Annual return | 12.59% | 18.14%-5.6pp | 4947.04%-4934.4pp | 16.29%-3.7pp |
| Employer contribution / active EE | $10,256 | $4,137+147.9% | $4,008+155.9% | $3,288+212.0% |
| Participant deferral / active EE | $0 | $3,620-100.0% | $4,138-100.0% | $3,885-100.0% |
| Admin fee / account holder | $10,996 | $11,748-6.4% | $12,082-9.0% | $12,263-10.3% |