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 | $61,415 | $201,594-69.5% | $101,248-39.3% | - |
| Participation rate | 90.9% | 64.6%+26.3pp | 75.8%+15.1pp | - |
| Annual return | 14.78% | 13.55%+1.2pp | 46.47%-31.7pp | - |
| Employer contribution / active EE | $2,087 | $2,288-8.8% | $3,660-43.0% | - |
| Participant deferral / active EE | $6,440 | $3,091+108.4% | $4,370+47.4% | - |
| Admin fee / account holder | $305 | $7,709-96.0% | $5,945-94.9% | - |