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 | $48,698 | $51,769-5.9% | $57,343-15.1% | $52,331-6.9% |
| Participation rate | 83.0% | 75.2%+7.7pp | 75.1%+7.9pp | 68.1%+14.8pp |
| Annual return | 0.21% | 2.43%-2.2pp | 24.39%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,083 | $2,335-53.6% | $2,689-59.7% | $1,882-42.4% |
| Participant deferral / active EE | $4,756 | $2,794+70.2% | $3,162+50.4% | $3,022+57.4% |
| Admin fee / account holder | $187 | $295-36.6% | $3,356-94.4% | $592-68.4% |