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 | $85,055 | $76,367+11.4% | $93,606-9.1% | $72,985+16.5% |
| Participation rate | 75.8% | 71.7%+4.0pp | 75.8%0pp | 69.5%+6.3pp |
| Annual return | 21.30% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,609 | $2,275+14.7% | $2,718-4.0% | $2,440+6.9% |
| Participant deferral / active EE | $6,693 | $3,538+89.2% | $4,069+64.5% | $3,607+85.5% |
| Admin fee / account holder | $97 | $6,838-98.6% | $7,888-98.8% | $5,124-98.1% |