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 | $101,492 | $98,982+2.5% | $162,163-37.4% | $65,185+55.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 20.92% | 24.84%-3.9pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,959 | $3,467-14.7% | $5,614-47.3% | $2,177+35.9% |
| Participant deferral / active EE | $5,887 | $5,384+9.3% | $7,298-19.3% | $3,514+67.5% |
| Admin fee / account holder | $4 | $596-99.3% | $10,843-100.0% | $847-99.5% |