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 | $159,671 | $62,132+157.0% | $185,823-14.1% | $73,488+117.3% |
| Participation rate | 84.3% | 67.8%+16.5pp | 78.0%+6.3pp | 70.7%+13.7pp |
| Annual return | 14.93% | 20.44%-5.5pp | 35.95%-21.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $8,227 | $1,681+389.4% | $4,087+101.3% | $2,270+262.4% |
| Participant deferral / active EE | $11,378 | $3,711+206.6% | $5,632+102.0% | $3,740+204.3% |
| Admin fee / account holder | $506 | $419+20.8% | $9,500-94.7% | $513-1.4% |