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 5-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 | $62,660 | $189,613-67.0% | $167,512-62.6% | $142,382-56.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 15.88% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,449 | $4,349-43.7% | $3,882-36.9% | $4,299-43.0% |
| Participant deferral / active EE | $12,076 | $6,981+73.0% | $6,405+88.6% | $6,507+85.6% |
| Admin fee / account holder | $4,707 | $10,528-55.3% | $9,769-51.8% | $12,624-62.7% |