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 | $51,685 | $56,317-8.2% | $71,209-27.4% | $74,304-30.4% |
| Participation rate | 84.7% | 55.1%+29.6pp | 73.8%+11.0pp | 60.3%+24.4pp |
| Annual return | 22.25% | 42.83%-20.6pp | 282.51%-260.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $2,374 | $2,160+9.9% | $2,721-12.8% | $2,241+5.9% |
| Participant deferral / active EE | $7,266 | $2,788+160.6% | $4,175+74.0% | $3,767+92.9% |
| Admin fee / account holder | $302 | $2,290-86.8% | $5,349-94.3% | $2,969-89.8% |