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 | $157,793 | $66,310+138.0% | $93,606+68.6% | $65,185+142.1% |
| Participation rate | 93.0% | 74.0%+19.0pp | 75.8%+17.1pp | 70.2%+22.8pp |
| Annual return | 21.65% | 42.58%-20.9pp | 32.76%-11.1pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,649 | $2,012+81.4% | $2,718+34.3% | $2,177+67.7% |
| Participant deferral / active EE | $6,940 | $3,342+107.7% | $4,069+70.6% | $3,514+97.5% |
| Admin fee / account holder | $4 | $6,897-99.9% | $7,888-99.9% | $847-99.5% |