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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $105,471 | $60,795+73.5% | $69,455+51.9% | $65,185+61.8% |
| Participation rate | 98.2% | 74.9%+23.3pp | 74.6%+23.6pp | 70.2%+28.0pp |
| Annual return | 14.23% | 17.46%-3.2pp | 28.97%-14.7pp | 29.38%-15.2pp |
| Employer contribution / active EE | $1,355 | $2,452-44.7% | $2,779-51.2% | $2,177-37.8% |
| Participant deferral / active EE | $4,171 | $3,162+31.9% | $3,535+18.0% | $3,514+18.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |