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 | $165,914 | $189,613-12.5% | $167,512-1.0% | $142,382+16.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.49% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,980 | $4,349+14.5% | $3,882+28.3% | $4,299+15.8% |
| Participant deferral / active EE | $15,120 | $6,981+116.6% | $6,405+136.1% | $6,507+132.4% |
| Admin fee / account holder | $234,306 | $10,528+2125.5% | $9,769+2298.5% | $12,624+1756.1% |