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 8-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 | $79,998 | $189,613-57.8% | $167,512-52.2% | $142,382-43.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 19.13% | 2024.68%-2005.5pp | 1615.79%-1596.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,414 | $4,349-21.5% | $3,882-12.1% | $4,299-20.6% |
| Participant deferral / active EE | $3,687 | $6,981-47.2% | $6,405-42.4% | $6,507-43.3% |
| Admin fee / account holder | $831 | $10,528-92.1% | $9,769-91.5% | $12,624-93.4% |