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 | $75,730 | $55,002+37.7% | $59,878+26.5% | $56,287+34.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.50% | 1.13%-3.6pp | 3.46%-6.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,170 | $2,448+29.5% | $2,722+16.5% | $2,111+50.2% |
| Participant deferral / active EE | $3,501 | $3,121+12.2% | $3,402+2.9% | $3,350+4.5% |
| Admin fee / account holder | $0 | $236-99.9% | $3,590-100.0% | $521-100.0% |