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 | $51,499 | $74,552-30.9% | $62,995-18.2% | $69,631-26.0% |
| Participation rate | 99.1% | 78.3%+20.9pp | 74.8%+24.3pp | 70.7%+28.5pp |
| Annual return | 12.88% | 15.77%-2.9pp | 87.57%-74.7pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $1,379 | $2,929-52.9% | $2,759-50.0% | $2,032-32.1% |
| Participant deferral / active EE | $1,836 | $2,974-38.3% | $3,329-44.8% | $3,224-43.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |