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 9-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 | $134,914 | $46,297+191.4% | $71,671+88.2% | $62,292+116.6% |
| Participation rate | 71.4% | 60.6%+10.8pp | 68.7%+2.7pp | 69.5%+1.9pp |
| Annual return | 40.58% | 22.32%+18.3pp | 20.65%+19.9pp | 28.90%+11.7pp |
| Employer contribution / active EE | $2,253 | $1,412+59.6% | $2,460-8.4% | $2,042+10.3% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $441 | $461-4.2% | $5,558-92.1% | $479-8.0% |