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 | $16,621 | $46,732-64.4% | $156,549-89.4% | $55,167-69.9% |
| Participation rate | 87.6% | 65.8%+21.8pp | 84.0%+3.6pp | 69.0%+18.6pp |
| Annual return | 7.52% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $436 | $2,105-79.3% | $5,501-92.1% | $1,963-77.8% |
| Participant deferral / active EE | $1,335 | $2,204-39.5% | $4,871-72.6% | $3,054-56.3% |
| Admin fee / account holder | $142 | $418-66.1% | $13,027-98.9% | $504-71.9% |