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 | $182,345 | $189,613-3.8% | $167,512+8.9% | $142,382+28.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.37% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,726 | $4,349-37.3% | $3,882-29.8% | $4,299-36.6% |
| Participant deferral / active EE | $11,374 | $6,981+62.9% | $6,405+77.6% | $6,507+74.8% |
| Admin fee / account holder | $8,682 | $10,528-17.5% | $9,769-11.1% | $12,624-31.2% |