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 | $73,732 | $55,002+34.1% | $59,878+23.1% | $56,287+31.0% |
| Participation rate | 92.3% | 75.9%+16.3pp | 74.7%+17.6pp | 69.9%+22.4pp |
| Annual return | 6.36% | 1.13%+5.2pp | 3.46%+2.9pp | -9.96%+16.3pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,129 | $3,121+32.3% | $3,402+21.4% | $3,350+23.3% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |