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 4-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 | $167,099 | $189,613-11.9% | $167,512-0.2% | $142,382+17.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.28% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $57,631 | $4,349+1225.2% | $3,882+1384.7% | $4,299+1240.5% |
| Participant deferral / active EE | $24,077 | $6,981+244.9% | $6,405+275.9% | $6,507+270.0% |
| Admin fee / account holder | $1,757 | $10,528-83.3% | $9,769-82.0% | $12,624-86.1% |