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 8-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 | $204,773 | $189,613+8.0% | $167,512+22.2% | $142,382+43.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.21% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,445 | $4,349-20.8% | $3,882-11.2% | $4,299-19.9% |
| Participant deferral / active EE | $16,710 | $6,981+139.4% | $6,405+160.9% | $6,507+156.8% |
| Admin fee / account holder | $72,779 | $10,528+591.3% | $9,769+645.0% | $12,624+476.5% |