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 | $115,629 | $73,638+57.0% | $95,952+20.5% | $73,488+57.3% |
| Participation rate | 85.5% | 76.2%+9.3pp | 77.1%+8.4pp | 70.7%+14.8pp |
| Annual return | 15.21% | 16.78%-1.6pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,046 | $1,863+9.8% | $2,541-19.5% | $2,270-9.9% |
| Participant deferral / active EE | $6,714 | $3,617+85.6% | $4,167+61.1% | $3,740+79.6% |
| Admin fee / account holder | $41 | $482-91.5% | $6,795-99.4% | $513-92.0% |