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 | $60,042 | $40,256+49.1% | $57,343+4.7% | $59,632+0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.44% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $7,684 | $1,922+299.8% | $2,689+185.8% | $2,203+248.8% |
| Participant deferral / active EE | $6,368 | $2,399+165.4% | $3,162+101.4% | $3,192+99.5% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |