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 | $49,182 | $81,474-39.6% | $133,956-63.3% | $73,488-33.1% |
| Participation rate | 78.5% | 76.4%+2.2pp | 79.8%-1.3pp | 70.7%+7.8pp |
| Annual return | 18.21% | 19.40%-1.2pp | 45.09%-26.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $2,666 | $2,209+20.7% | $3,919-32.0% | $2,270+17.5% |
| Participant deferral / active EE | $3,379 | $3,786-10.7% | $5,048-33.0% | $3,740-9.6% |
| Admin fee / account holder | $21 | $713-97.0% | $8,927-99.8% | $513-95.9% |