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 | $112,566 | $39,122+187.7% | $57,179+96.9% | $62,891+79.0% |
| Participation rate | 90.2% | 70.5%+19.7pp | 75.3%+14.9pp | 69.3%+20.9pp |
| Annual return | 32.32% | 9.23%+23.1pp | 14.59%+17.7pp | 20.14%+12.2pp |
| Employer contribution / active EE | $4,757 | $1,874+153.8% | $2,682+77.3% | $2,281+108.5% |
| Participant deferral / active EE | $4,725 | $2,374+99.1% | $3,096+52.6% | $3,203+47.5% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |