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 | $37,857 | $76,367-50.4% | $93,606-59.6% | $72,985-48.1% |
| Participation rate | 75.5% | 71.7%+3.8pp | 75.8%-0.3pp | 69.5%+6.0pp |
| Annual return | 24.29% | 25.82%-1.5pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,448 | $2,275-36.4% | $2,718-46.7% | $2,440-40.7% |
| Participant deferral / active EE | $3,003 | $3,538-15.1% | $4,069-26.2% | $3,607-16.8% |
| Admin fee / account holder | $19 | $6,838-99.7% | $7,888-99.8% | $5,124-99.6% |