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 6-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 | $13,010 | $189,613-93.1% | $167,512-92.2% | $142,382-90.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.69% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,000 | $4,349-8.0% | $3,882+3.1% | $4,299-7.0% |
| Participant deferral / active EE | $4,000 | $6,981-42.7% | $6,405-37.5% | $6,507-38.5% |
| Admin fee / account holder | $17,588 | $10,528+67.1% | $9,769+80.0% | $12,624+39.3% |