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 | $25,811 | $47,848-46.1% | $81,478-68.3% | $70,131-63.2% |
| Participation rate | 87.5% | 58.3%+29.2pp | 68.0%+19.5pp | 69.5%+18.0pp |
| Annual return | 15.75% | 27.25%-11.5pp | 38.78%-23.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,386 | $1,527-9.2% | $2,568-46.0% | $2,342-40.8% |
| Participant deferral / active EE | $2,313 | $2,453-5.7% | $3,537-34.6% | $3,332-30.6% |
| Admin fee / account holder | $6 | $3,145-99.8% | $4,561-99.9% | $4,645-99.9% |