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 | $49,726 | $45,035+10.4% | $62,995-21.1% | $70,131-29.1% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 11.70% | 18.76%-7.1pp | 87.57%-75.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,975 | $2,051-3.7% | $2,759-28.4% | $2,342-15.7% |
| Participant deferral / active EE | $2,746 | $2,465+11.4% | $3,329-17.5% | $3,332-17.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |