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 | $16,501 | $58,879-72.0% | $178,490-90.8% | $73,488-77.5% |
| Participation rate | 97.1% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.4pp |
| Annual return | 15.43% | 24.86%-9.4pp | 151.07%-135.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,529 | $2,236-31.6% | $5,011-69.5% | $2,270-32.7% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15 | $400-96.3% | $13,984-99.9% | $513-97.1% |