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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 | $361,872 | $60,165+501.5% | $74,183+387.8% | $55,167+556.0% |
| Participation rate | 99.3% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.3pp |
| Annual return | 10.47% | 10.00%+0.5pp | 17.74%-7.3pp | 169.23%-158.8pp |
| Employer contribution / active EE | $2,906 | $1,600+81.7% | $2,370+22.6% | $1,963+48.1% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |