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 | $65,972 | $79,171-16.7% | $102,423-35.6% | $74,495-11.4% |
| Participation rate | 78.1% | 74.8%+3.3pp | 76.5%+1.6pp | 67.2%+10.9pp |
| Annual return | 11.62% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,073 | $2,362+30.1% | $3,023+1.6% | $2,623+17.1% |
| Participant deferral / active EE | $4,028 | $4,415-8.8% | $5,053-20.3% | $4,346-7.3% |
| Admin fee / account holder | $413 | $2,001-79.4% | $9,451-95.6% | $1,942-78.7% |