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 | $69,355 | $65,322+6.2% | $70,449-1.6% | $73,488-5.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.66% | 15.71%-2.0pp | 109.03%-95.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,754 | $2,460-28.7% | $2,737-35.9% | $2,270-22.7% |
| Participant deferral / active EE | $3,745 | $3,375+11.0% | $3,709+1.0% | $3,740+0.1% |
| Admin fee / account holder | $49 | $214-77.3% | $3,845-98.7% | $513-90.5% |