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 | $33,757 | $58,541-42.3% | $76,523-55.9% | - |
| Participation rate | 83.8% | 46.6%+37.2pp | 68.0%+15.8pp | - |
| Annual return | 19.15% | -5.31%+24.5pp | -0.27%+19.4pp | - |
| Employer contribution / active EE | $1,358 | $523+159.8% | $2,647-48.7% | - |
| Participant deferral / active EE | $2,409 | $1,698+41.9% | $3,835-37.2% | - |
| Admin fee / account holder | $5 | $6,501-99.9% | $4,848-99.9% | - |