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 | $60,399 | $64,909-6.9% | $82,313-26.6% | $62,292-3.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 15.78% | 21.18%-5.4pp | 25.88%-10.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,643 | $3,103+81.9% | $3,706+52.3% | $3,169+78.1% |
| Admin fee / account holder | $21 | $440-95.2% | $5,608-99.6% | $479-95.6% |