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 | $34,492 | $189,613-81.8% | $167,512-79.4% | $142,382-75.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 2024.68%-2009.2pp | 1615.79%-1600.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,124 | $4,349-51.2% | $3,882-45.3% | $4,299-50.6% |
| Participant deferral / active EE | $3,598 | $6,981-48.5% | $6,405-43.8% | $6,507-44.7% |
| Admin fee / account holder | $2,042 | $10,528-80.6% | $9,769-79.1% | $12,624-83.8% |