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 | $80,756 | $189,613-57.4% | $167,512-51.8% | $142,382-43.3% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.1%+15.3pp | 80.1%+12.2pp |
| Annual return | 19.03% | 2024.68%-2005.7pp | 1615.79%-1596.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,720 | $4,349-37.5% | $3,882-29.9% | $4,299-36.7% |
| Participant deferral / active EE | $5,349 | $6,981-23.4% | $6,405-16.5% | $6,507-17.8% |
| Admin fee / account holder | $3,394 | $10,528-67.8% | $9,769-65.3% | $12,624-73.1% |