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 | $124,430 | $76,774+62.1% | $112,228+10.9% | $77,904+59.7% |
| Participation rate | 86.6% | 80.2%+6.4pp | 75.1%+11.5pp | 73.7%+12.9pp |
| Annual return | -5.96% | -10.25%+4.3pp | 27.45%-33.4pp | 12.21%-18.2pp |
| Employer contribution / active EE | $5,747 | $3,977+44.5% | $3,635+58.1% | $2,848+101.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $184 | $239-22.9% | $6,410-97.1% | $133+38.9% |