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 | $118,264 | $189,613-37.6% | $167,512-29.4% | $142,382-16.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.54% | 2024.68%-2008.1pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,268 | $4,349+21.1% | $3,882+35.7% | $4,299+22.5% |
| Participant deferral / active EE | $22,771 | $6,981+226.2% | $6,405+255.5% | $6,507+249.9% |
| Admin fee / account holder | $968 | $10,528-90.8% | $9,769-90.1% | $12,624-92.3% |