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 | $123,510 | $95,542+29.3% | $69,455+77.8% | $67,579+82.8% |
| Participation rate | 98.4% | 79.4%+19.0pp | 74.6%+23.8pp | 71.3%+27.1pp |
| Annual return | 18.21% | 17.67%+0.5pp | 28.97%-10.8pp | 378.56%-360.3pp |
| Employer contribution / active EE | $4,171 | $2,989+39.6% | $2,779+50.1% | $2,148+94.2% |
| Participant deferral / active EE | $4,177 | $3,263+28.0% | $3,535+18.1% | $3,539+18.0% |
| Admin fee / account holder | $26 | $90-71.3% | $3,839-99.3% | $142-81.9% |