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 | $112,519 | $70,083+60.6% | $59,878+87.9% | $55,725+101.9% |
| Participation rate | 99.7% | 78.4%+21.3pp | 74.7%+25.0pp | 70.9%+28.9pp |
| Annual return | 8.64% | 3.13%+5.5pp | 3.46%+5.2pp | 244.93%-236.3pp |
| Employer contribution / active EE | $4,138 | $2,878+43.7% | $2,722+52.0% | $2,078+99.1% |
| Participant deferral / active EE | $5,040 | $3,079+63.7% | $3,402+48.1% | $3,356+50.2% |
| Admin fee / account holder | $35 | $70-50.6% | $3,590-99.0% | $115-69.8% |