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.
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 | $55,603 | $50,385+10.4% | $75,670-26.5% | $62,292-10.7% |
| Participation rate | 72.2% | 67.7%+4.5pp | 72.3%-0.1pp | 69.5%+2.7pp |
| Annual return | 18.95% | 19.90%-0.9pp | 27.34%-8.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,879 | $1,537+22.2% | $2,352-20.1% | $2,042-8.0% |
| Participant deferral / active EE | $3,833 | $2,445+56.8% | $3,142+22.0% | $3,169+20.9% |
| Admin fee / account holder | $163 | $384-57.5% | $5,800-97.2% | $479-65.9% |