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 | $171,012 | $80,177+113.3% | $123,892+38.0% | $57,658+196.6% |
| Participation rate | 74.7% | 74.4%+0.3pp | 81.4%-6.7pp | 70.2%+4.5pp |
| Annual return | 10.06% | 17.90%-7.8pp | 47.52%-37.5pp | 5.13%+4.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $12,843 | $5,130+150.3% | $5,984+114.6% | $3,061+319.6% |
| Admin fee / account holder | $8 | $106-92.2% | $8,357-99.9% | $95-91.3% |