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 | $56,235 | $45,073+24.8% | $69,455-19.0% | $72,985-22.9% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 16.89% | 22.65%-5.8pp | 28.97%-12.1pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,089 | $2,054+50.4% | $2,779+11.2% | $2,440+26.6% |
| Participant deferral / active EE | $5,406 | $2,602+107.8% | $3,535+52.9% | $3,607+49.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |