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 | $241,244 | $79,171+204.7% | $102,423+135.5% | $74,495+223.8% |
| Participation rate | 80.3% | 74.8%+5.5pp | 76.5%+3.8pp | 67.2%+13.1pp |
| Annual return | 16.53% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,122 | $2,362+32.1% | $3,023+3.2% | $2,623+19.0% |
| Participant deferral / active EE | $16,311 | $4,415+269.4% | $5,053+222.8% | $4,346+275.3% |
| Admin fee / account holder | $660 | $2,001-67.0% | $9,451-93.0% | $1,942-66.0% |