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 6-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 | $98,838 | $78,672+25.6% | $109,143-9.4% | $85,850+15.1% |
| Participation rate | 79.2% | 68.3%+10.9pp | 75.9%+3.3pp | 69.3%+9.9pp |
| Annual return | 16.66% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,592 | $2,735-41.8% | $3,722-57.2% | $2,565-37.9% |
| Participant deferral / active EE | $8,023 | $3,467+131.4% | $4,653+72.4% | $3,952+103.0% |
| Admin fee / account holder | $614 | $5,469-88.8% | $6,752-90.9% | $6,260-90.2% |