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 | $40,732 | $52,953-23.1% | $172,739-76.4% | $65,185-37.5% |
| Participation rate | 92.7% | 66.2%+26.5pp | 82.6%+10.1pp | 70.2%+22.5pp |
| Annual return | 21.37% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,975 | $2,190-9.8% | $5,143-61.6% | $2,177-9.3% |
| Participant deferral / active EE | $2,973 | $2,471+20.3% | $5,198-42.8% | $3,514-15.4% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |