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 7-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 | $45,932 | $39,122+17.4% | $57,179-19.7% | $62,891-27.0% |
| Participation rate | 87.1% | 70.5%+16.6pp | 75.3%+11.7pp | 69.3%+17.8pp |
| Annual return | 6.09% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,779 | $1,874-5.1% | $2,682-33.7% | $2,281-22.0% |
| Participant deferral / active EE | $4,259 | $2,374+79.4% | $3,096+37.6% | $3,203+33.0% |
| Admin fee / account holder | $3 | $2,592-99.9% | $3,139-99.9% | $4,296-99.9% |