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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,196 | $51,315+56.3% | $95,745-16.2% | $71,457+12.2% |
| Participation rate | 92.2% | 63.0%+29.2pp | 72.3%+20.0pp | 67.9%+24.3pp |
| Annual return | 20.05% | 25.26%-5.2pp | 28.35%-8.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,168 | $1,819+19.2% | $2,835-23.5% | $2,588-16.2% |
| Participant deferral / active EE | $7,362 | $3,358+119.2% | $4,245+73.4% | $4,289+71.7% |
| Admin fee / account holder | $334 | $1,137-70.6% | $5,678-94.1% | $1,587-79.0% |