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.
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 | $233,730 | $94,625+147.0% | $116,228+101.1% | $84,808+175.6% |
| Participation rate | 91.2% | 70.4%+20.7pp | 74.6%+16.6pp | 68.3%+22.9pp |
| Annual return | 16.54% | 20.40%-3.9pp | 90.06%-73.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,527 | $2,347+92.9% | $2,994+51.2% | $2,631+72.1% |
| Participant deferral / active EE | $8,663 | $3,972+118.1% | $4,953+74.9% | $4,212+105.7% |
| Admin fee / account holder | $3,236 | $10,091-67.9% | $11,989-73.0% | $7,344-55.9% |