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 | $67,833 | $51,769+31.0% | $57,343+18.3% | $52,331+29.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.73% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,827 | $2,335+63.9% | $2,689+42.3% | $1,882+103.4% |
| Participant deferral / active EE | $3,305 | $2,794+18.3% | $3,162+4.5% | $3,022+9.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |