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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,625 | $99,957+53.7% | $149,696+2.6% | $73,488+109.0% |
| Participation rate | 82.2% | 75.7%+6.5pp | 82.5%-0.3pp | 70.7%+11.5pp |
| Annual return | 15.25% | 53.87%-38.6pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,844 | $3,191+20.5% | $4,644-17.2% | $2,270+69.3% |
| Participant deferral / active EE | $5,648 | $6,073-7.0% | $6,842-17.5% | $3,740+51.0% |
| Admin fee / account holder | $507 | $551-7.9% | $9,309-94.6% | $513-1.2% |