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 | $72,485 | $104,317-30.5% | $159,436-54.5% | $86,799-16.5% |
| Participation rate | 76.9% | 77.7%-0.8pp | 82.8%-5.9pp | 72.3%+4.6pp |
| Annual return | 19.14% | 26.32%-7.2pp | 263.57%-244.4pp | 97.91%-78.8pp |
| Employer contribution / active EE | $3,408 | $3,451-1.2% | $4,829-29.4% | $2,405+41.7% |
| Participant deferral / active EE | $8,510 | $6,837+24.5% | $7,352+15.8% | $4,131+106.0% |
| Admin fee / account holder | $313 | $172+81.5% | $10,799-97.1% | $170+84.3% |