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 | $44,709 | $80,177-44.2% | $123,892-63.9% | $57,658-22.5% |
| Participation rate | 77.3% | 74.4%+2.9pp | 81.4%-4.1pp | 70.2%+7.1pp |
| Annual return | 9.84% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,275 | $2,913-56.2% | $4,617-72.4% | $1,974-35.4% |
| Participant deferral / active EE | $2,920 | $5,130-43.1% | $5,984-51.2% | $3,061-4.6% |
| Admin fee / account holder | $45 | $106-57.5% | $8,357-99.5% | $95-52.2% |