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 8-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 | $33,952 | $95,416-64.4% | $185,823-81.7% | $85,850-60.5% |
| Participation rate | 85.4% | 68.8%+16.6pp | 81.7%+3.7pp | 69.3%+16.1pp |
| Annual return | 12.17% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,054 | $3,314-38.0% | $5,167-60.3% | $2,565-19.9% |
| Participant deferral / active EE | $4,242 | $3,423+23.9% | $5,568-23.8% | $3,952+7.4% |
| Admin fee / account holder | $374 | $7,213-94.8% | $16,237-97.7% | $6,260-94.0% |