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 7-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 | $42,439 | $40,256+5.4% | $57,343-26.0% | $59,632-28.8% |
| Participation rate | 89.0% | 69.2%+19.8pp | 75.1%+13.9pp | 68.7%+20.4pp |
| Annual return | 2.47% | 27.49%-25.0pp | 24.39%-21.9pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,779 | $1,922-7.4% | $2,689-33.8% | $2,203-19.2% |
| Participant deferral / active EE | $4,513 | $2,399+88.1% | $3,162+42.7% | $3,192+41.4% |
| Admin fee / account holder | $3 | $2,818-99.9% | $3,356-99.9% | $4,297-99.9% |