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 | $188,031 | $189,613-0.8% | $167,512+12.2% | $142,382+32.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.39% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,259 | $4,349+181.9% | $3,882+215.8% | $4,299+185.2% |
| Participant deferral / active EE | $20,882 | $6,981+199.1% | $6,405+226.0% | $6,507+220.9% |
| Admin fee / account holder | $4,616 | $10,528-56.2% | $9,769-52.8% | $12,624-63.4% |