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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,422 | $89,753+27.5% | $107,525+6.4% | $84,808+34.9% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 5.64% | 29.48%-23.8pp | 181.32%-175.7pp | 40.90%-35.3pp |
| Employer contribution / active EE | $5,683 | $3,113+82.5% | $3,754+51.4% | $2,631+116.0% |
| Participant deferral / active EE | $7,172 | $4,056+76.8% | $5,116+40.2% | $4,212+70.3% |
| Admin fee / account holder | $585 | $7,222-91.9% | $8,919-93.4% | $7,344-92.0% |