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 3-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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,462 | $80,724-63.5% | $103,333-71.5% | $74,495-60.5% |
| Participation rate | 85.9% | 65.7%+20.2pp | 74.5%+11.4pp | 67.2%+18.7pp |
| Annual return | 13.68% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $7,164 | $3,157+126.9% | $3,868+85.2% | $2,623+173.1% |
| Participant deferral / active EE | $2,170 | $3,860-43.8% | $5,057-57.1% | $4,346-50.1% |
| Admin fee / account holder | $358 | $2,368-84.9% | $8,355-95.7% | $1,942-81.5% |