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 | $73,983 | $51,769+42.9% | $57,343+29.0% | $52,331+41.4% |
| Participation rate | 99.3% | 75.2%+24.1pp | 75.1%+24.2pp | 68.1%+31.2pp |
| Annual return | 2.94% | 2.43%+0.5pp | 24.39%-21.5pp | 4.54%-1.6pp |
| Employer contribution / active EE | $3,614 | $2,335+54.8% | $2,689+34.4% | $1,882+92.1% |
| Participant deferral / active EE | $4,439 | $2,794+58.9% | $3,162+40.4% | $3,022+46.9% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |