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 | $24,233 | $72,277-66.5% | $101,248-76.1% | $79,858-69.7% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 19.33% | 22.30%-3.0pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,087 | $2,692-22.5% | $3,660-43.0% | $2,471-15.5% |
| Participant deferral / active EE | $2,891 | $3,282-11.9% | $4,370-33.9% | $3,740-22.7% |
| Admin fee / account holder | $43 | $4,400-99.0% | $5,945-99.3% | $5,306-99.2% |