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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,274-100.0% | $103,982-100.0% | $63,274-100.0% |
| Participation rate | 0.0% | 33.5%-33.5pp | 73.2%-73.2pp | 33.5%-33.5pp |
| Annual return | 0.00% | -10.34%+10.3pp | -12.88%+12.9pp | -10.34%+10.3pp |
| Employer contribution / active EE | $5,461 | $2,731+100.0% | $11,125-50.9% | $2,731+100.0% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $10,413-100.0% | $3,668-100.0% |
| Admin fee / account holder | $0 | $240-100.0% | $5,542-100.0% | $240-100.0% |