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 5-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 | $43,194 | $189,613-77.2% | $167,512-74.2% | $142,382-69.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.57% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,496 | $4,349-65.6% | $3,882-61.5% | $4,299-65.2% |
| Participant deferral / active EE | $2,224 | $6,981-68.1% | $6,405-65.3% | $6,507-65.8% |
| Admin fee / account holder | $1,018 | $10,528-90.3% | $9,769-89.6% | $12,624-91.9% |