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 | $112,885 | $189,613-40.5% | $167,512-32.6% | $142,382-20.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.99% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $21,184 | $4,349+387.1% | $3,882+445.8% | $4,299+392.8% |
| Participant deferral / active EE | $18,025 | $6,981+158.2% | $6,405+181.4% | $6,507+177.0% |
| Admin fee / account holder | $5,953 | $10,528-43.5% | $9,769-39.1% | $12,624-52.8% |