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 6-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $448,336 | $136,307+228.9% | $177,821+152.1% | $73,488+510.1% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.7%+9.3pp | 70.7%+26.4pp |
| Annual return | 16.05% | 18.68%-2.6pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $9,632 | $3,712+159.5% | $5,918+62.8% | $2,270+324.3% |
| Participant deferral / active EE | $13,923 | $5,829+138.9% | $7,714+80.5% | $3,740+272.3% |
| Admin fee / account holder | $2 | $596-99.7% | $12,427-100.0% | $513-99.6% |