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 | $43,931 | $74,024-40.7% | $77,999-43.7% | $57,658-23.8% |
| Participation rate | 80.1% | 79.7%+0.3pp | 75.5%+4.5pp | 70.2%+9.8pp |
| Annual return | 9.90% | 12.14%-2.2pp | 425.96%-416.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,345 | $2,365-43.1% | $2,470-45.5% | $1,974-31.8% |
| Participant deferral / active EE | $3,716 | $3,533+5.2% | $3,497+6.3% | $3,061+21.4% |
| Admin fee / account holder | $82 | $93-11.8% | $5,480-98.5% | $95-13.1% |