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 | $65,711 | $95,542-31.2% | $69,455-5.4% | $67,579-2.8% |
| Participation rate | 99.1% | 79.4%+19.7pp | 74.6%+24.5pp | 71.3%+27.8pp |
| Annual return | 15.51% | 17.67%-2.2pp | 28.97%-13.5pp | 378.56%-363.1pp |
| Employer contribution / active EE | $1,860 | $2,989-37.8% | $2,779-33.1% | $2,148-13.4% |
| Participant deferral / active EE | $3,006 | $3,263-7.9% | $3,535-15.0% | $3,539-15.1% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |