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 | $47,567 | $51,769-8.1% | $57,343-17.0% | $52,331-9.1% |
| Participation rate | 99.0% | 75.2%+23.8pp | 75.1%+23.9pp | 68.1%+30.9pp |
| Annual return | 2.05% | 2.43%-0.4pp | 24.39%-22.3pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,465 | $2,335-37.3% | $2,689-45.5% | $1,882-22.1% |
| Participant deferral / active EE | $1,427 | $2,794-48.9% | $3,162-54.9% | $3,022-52.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |