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 | $23,524 | $91,190-74.2% | $178,490-86.8% | $79,858-70.5% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 20.73% | 24.19%-3.5pp | 151.07%-130.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,436 | $3,256-55.9% | $5,011-71.3% | $2,471-41.9% |
| Participant deferral / active EE | $2,345 | $3,236-27.5% | $5,202-54.9% | $3,740-37.3% |
| Admin fee / account holder | $18 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |