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 9-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 | $129,315 | $74,706+73.1% | $75,696+70.8% | $79,386+62.9% |
| Participation rate | 77.9% | 75.3%+2.5pp | 74.8%+3.0pp | 70.7%+7.2pp |
| Annual return | 24.48% | 18.52%+6.0pp | 104.53%-80.1pp | 116.85%-92.4pp |
| Employer contribution / active EE | $3,322 | $2,590+28.3% | $2,743+21.1% | $2,427+36.8% |
| Participant deferral / active EE | $4,303 | $3,533+21.8% | $3,821+12.6% | $4,046+6.4% |
| Admin fee / account holder | $3 | $374-99.1% | $3,619-99.9% | $626-99.5% |