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 | $121,710 | $88,083+38.2% | $164,813-26.2% | $74,495+63.4% |
| Participation rate | 79.4% | 73.0%+6.4pp | 78.6%+0.8pp | 67.2%+12.2pp |
| Annual return | 11.65% | 17.26%-5.6pp | 69.93%-58.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,771 | $2,593+6.9% | $4,341-36.2% | $2,623+5.7% |
| Participant deferral / active EE | $5,466 | $4,498+21.5% | $6,031-9.4% | $4,346+25.8% |
| Admin fee / account holder | $656 | $2,234-70.6% | $12,690-94.8% | $1,942-66.2% |