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 | $108,481 | $82,978+30.7% | $129,995-16.6% | $71,457+51.8% |
| Participation rate | 86.8% | 74.1%+12.7pp | 78.5%+8.3pp | 67.9%+18.9pp |
| Annual return | 14.22% | 20.60%-6.4pp | -137.18%+151.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,795 | $2,622+6.6% | $4,320-35.3% | $2,588+8.0% |
| Participant deferral / active EE | $5,440 | $4,432+22.8% | $5,820-6.5% | $4,289+26.8% |
| Admin fee / account holder | $541 | $1,729-68.7% | $10,614-94.9% | $1,587-65.9% |