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 | $60,863 | $53,777+13.2% | $134,143-54.6% | $79,858-23.8% |
| Participation rate | 70.8% | 58.8%+12.1pp | 72.2%-1.3pp | 69.6%+1.2pp |
| Annual return | 10.42% | 19.01%-8.6pp | 36.33%-25.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,903 | $2,420-21.4% | $3,499-45.6% | $3,740-49.1% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |