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 | $63,221 | $49,227+28.4% | $70,449-10.3% | $79,858-20.8% |
| Participation rate | 92.5% | 69.2%+23.4pp | 75.1%+17.5pp | 69.6%+22.9pp |
| Annual return | 15.56% | 30.06%-14.5pp | 109.03%-93.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,578 | $2,099+22.8% | $2,737-5.8% | $2,471+4.3% |
| Participant deferral / active EE | $4,667 | $2,768+68.6% | $3,709+25.8% | $3,740+24.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |