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 | $47,653 | $67,166-29.1% | $57,343-16.9% | $55,191-13.7% |
| Participation rate | 99.2% | 77.7%+21.5pp | 75.1%+24.1pp | 69.2%+30.0pp |
| Annual return | 1.96% | 4.22%-2.3pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,751 | $2,812-37.7% | $2,689-34.9% | $1,899-7.8% |
| Participant deferral / active EE | $2,226 | $2,835-21.5% | $3,162-29.6% | $3,046-26.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |