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 | $107,980 | $57,976+86.2% | $62,995+71.4% | $62,292+73.3% |
| Participation rate | 95.0% | 75.9%+19.0pp | 74.8%+20.2pp | 69.5%+25.4pp |
| Annual return | 176.21% | 17.54%+158.7pp | 87.57%+88.6pp | 28.90%+147.3pp |
| Employer contribution / active EE | $1,909 | $2,415-21.0% | $2,759-30.8% | $2,042-6.5% |
| Participant deferral / active EE | $4,267 | $2,956+44.4% | $3,329+28.2% | $3,169+34.6% |
| Admin fee / account holder | $350 | $276+26.9% | $3,600-90.3% | $479-27.0% |