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 5-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 | $80,524 | $189,613-57.5% | $167,512-51.9% | $142,382-43.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.68% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,418 | $4,349-21.4% | $3,882-12.0% | $4,299-20.5% |
| Participant deferral / active EE | $8,857 | $6,981+26.9% | $6,405+38.3% | $6,507+36.1% |
| Admin fee / account holder | $770 | $10,528-92.7% | $9,769-92.1% | $12,624-93.9% |