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 | $50,160 | $66,124-24.1% | $90,404-44.5% | $73,488-31.7% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 20.66% | 17.65%+3.0pp | 1293.02%-1272.4pp | 28.51%-7.9pp |
| Employer contribution / active EE | $4,309 | $2,346+83.7% | $3,262+32.1% | $2,270+89.8% |
| Participant deferral / active EE | $9,318 | $3,039+206.6% | $3,963+135.1% | $3,740+149.2% |
| Admin fee / account holder | $7 | $396-98.2% | $5,611-99.9% | $513-98.6% |