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 | $102,837 | $68,408+50.3% | $57,179+79.9% | $57,658+78.4% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 6.99% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,186 | $2,869+45.9% | $2,682+56.0% | $1,974+112.1% |
| Participant deferral / active EE | $3,944 | $2,903+35.8% | $3,096+27.4% | $3,061+28.9% |
| Admin fee / account holder | $0 | $70-99.5% | $3,139-100.0% | $95-99.6% |