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 | $76,581 | $55,002+39.2% | $59,878+27.9% | $56,287+36.1% |
| Participation rate | 98.6% | 75.9%+22.6pp | 74.7%+23.9pp | 69.9%+28.7pp |
| Annual return | -2.84% | 1.13%-4.0pp | 3.46%-6.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $3,689 | $2,448+50.7% | $2,722+35.5% | $2,111+74.7% |
| Participant deferral / active EE | $3,670 | $3,121+17.6% | $3,402+7.9% | $3,350+9.6% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |