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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,939 | $189,613+3.3% | $167,512+17.0% | $142,382+37.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.23% | 2024.68%-2015.4pp | 1615.79%-1606.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,859 | $4,349-11.3% | $3,882-0.6% | $4,299-10.2% |
| Participant deferral / active EE | $14,829 | $6,981+112.4% | $6,405+131.5% | $6,507+127.9% |
| Admin fee / account holder | $1,597 | $10,528-84.8% | $9,769-83.6% | $12,624-87.3% |