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 | $46,894 | $72,492-35.3% | $87,100-46.2% | $72,985-35.7% |
| Participation rate | 82.0% | 72.8%+9.2pp | 76.9%+5.2pp | 69.5%+12.5pp |
| Annual return | 17.99% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,017 | $1,894-46.3% | $2,521-59.6% | $2,440-58.3% |
| Participant deferral / active EE | $4,369 | $3,270+33.6% | $4,049+7.9% | $3,607+21.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |