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 | $27,148 | $49,227-44.9% | $70,449-61.5% | $79,858-66.0% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 69.6%+28.1pp |
| Annual return | 12.04% | 30.06%-18.0pp | 109.03%-97.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $407 | $2,099-80.6% | $2,737-85.1% | $2,471-83.5% |
| Participant deferral / active EE | $900 | $2,768-67.5% | $3,709-75.7% | $3,740-75.9% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |