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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $92,386 | $52,293+76.7% | $178,490-48.2% | $73,409+25.9% |
| Participation rate | 75.3% | 65.3%+10.0pp | 81.9%-6.6pp | 72.2%+3.1pp |
| Annual return | 663.15% | 34.75%+628.4pp | 151.07%+512.1pp | 59.29%+603.9pp |
| Employer contribution / active EE | $5,735 | $1,735+230.5% | $5,011+14.5% | $2,234+156.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |