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 | $63,042 | $71,192-11.4% | $117,854-46.5% | $62,292+1.2% |
| Participation rate | 89.6% | 74.2%+15.3pp | 79.7%+9.9pp | 69.5%+20.1pp |
| Annual return | 16.17% | 18.66%-2.5pp | 335.08%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,522 | $1,934-21.3% | $3,786-59.8% | $2,042-25.5% |
| Participant deferral / active EE | $4,219 | $3,189+32.3% | $4,482-5.9% | $3,169+33.1% |
| Admin fee / account holder | $6 | $587-99.0% | $8,020-99.9% | $479-98.8% |