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 | $81,559 | $60,795+34.2% | $69,455+17.4% | $65,185+25.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 19.41% | 17.46%+2.0pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $6,336 | $2,452+158.4% | $2,779+128.0% | $2,177+191.1% |
| Participant deferral / active EE | $6,975 | $3,162+120.6% | $3,535+97.3% | $3,514+98.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |