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 | $30,725 | $107,378-71.4% | $108,579-71.7% | $57,658-46.7% |
| Participation rate | 95.1% | 77.1%+18.0pp | 79.6%+15.5pp | 70.2%+24.9pp |
| Annual return | 8.11% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $979 | $1,782-45.1% | $3,758-74.0% | $1,974-50.4% |
| Participant deferral / active EE | $3,034 | $3,221-5.8% | $4,311-29.6% | $3,061-0.9% |
| Admin fee / account holder | $30 | $108-72.0% | $7,645-99.6% | $95-67.8% |