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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,524 | $76,670+445.9% | $96,683+332.9% | $71,457+485.7% |
| Participation rate | 99.4% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 21.12% | 48.29%-27.2pp | 35.69%-14.6pp | 28.85%-7.7pp |
| Employer contribution / active EE | $15,271 | $3,031+403.8% | $3,737+308.7% | $2,588+490.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $389 | $2,028-80.8% | $6,730-94.2% | $1,587-75.5% |