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 | $203,865 | $189,613+7.5% | $167,512+21.7% | $142,382+43.2% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 16.54% | 2024.68%-2008.1pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,621 | $4,349-16.7% | $3,882-6.7% | $4,299-15.8% |
| Participant deferral / active EE | $8,680 | $6,981+24.3% | $6,405+35.5% | $6,507+33.4% |
| Admin fee / account holder | $2,768 | $10,528-73.7% | $9,769-71.7% | $12,624-78.1% |