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 | $57,006 | $85,766-33.5% | $136,294-58.2% | $70,131-18.7% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 18.40% | 31.45%-13.1pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,763 | $2,966-40.6% | $4,695-62.5% | $2,342-24.7% |
| Participant deferral / active EE | $5,052 | $5,0510% | $6,247-19.1% | $3,332+51.6% |
| Admin fee / account holder | $15 | $5,420-99.7% | $9,243-99.8% | $4,645-99.7% |