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 | $62,044 | $65,322-5.0% | $70,449-11.9% | $73,488-15.6% |
| Participation rate | 97.5% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 14.84% | 15.71%-0.9pp | 109.03%-94.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,184 | $2,460+29.4% | $2,737+16.3% | $2,270+40.2% |
| Participant deferral / active EE | $2,933 | $3,375-13.1% | $3,709-20.9% | $3,740-21.6% |
| Admin fee / account holder | $13 | $214-93.8% | $3,845-99.7% | $513-97.4% |