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 | $196,314 | $91,762+113.9% | $67,502+190.8% | $77,643+152.8% |
| Participation rate | 80.3% | 75.9%+4.4pp | 72.9%+7.4pp | 70.6%+9.7pp |
| Annual return | 11.93% | 14.87%-2.9pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,411 | $3,903-38.2% | $4,000-39.7% | $4,647-48.1% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |