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 | $35,617 | $37,117-4.0% | $147,614-75.9% | $55,191-35.5% |
| Participation rate | 83.8% | 63.6%+20.2pp | 84.6%-0.8pp | 69.2%+14.7pp |
| Annual return | 0.05% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,086 | $1,620+28.7% | $5,564-62.5% | $1,899+9.9% |
| Participant deferral / active EE | $3,034 | $1,985+52.8% | $4,895-38.0% | $3,046-0.4% |
| Admin fee / account holder | $83 | $86-3.1% | $11,611-99.3% | $91-8.7% |