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 | $42,540 | $189,613-77.6% | $167,512-74.6% | $142,382-70.1% |
| Participation rate | 93.8% | 80.1%+13.6pp | 77.1%+16.7pp | 80.1%+13.6pp |
| Annual return | 14.12% | 2024.68%-2010.6pp | 1615.79%-1601.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,772 | $4,349+9.7% | $3,882+22.9% | $4,299+11.0% |
| Participant deferral / active EE | $10,961 | $6,981+57.0% | $6,405+71.1% | $6,507+68.4% |
| Admin fee / account holder | $19,018 | $10,528+80.6% | $9,769+94.7% | $12,624+50.7% |