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 | $228,227 | $82,917+175.2% | $103,333+120.9% | $77,643+193.9% |
| Participation rate | 87.7% | 71.6%+16.1pp | 74.5%+13.1pp | 70.6%+17.1pp |
| Annual return | 42.50% | 19.13%+23.4pp | 24.88%+17.6pp | 31.24%+11.3pp |
| Employer contribution / active EE | $9,320 | $3,552+162.4% | $3,868+141.0% | $2,726+241.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $12,782 | $638+1903.2% | $8,355+53.0% | $430+2869.7% |