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 | $37,091 | $51,769-28.4% | $57,343-35.3% | $52,331-29.1% |
| Participation rate | 95.3% | 75.2%+20.1pp | 75.1%+20.2pp | 68.1%+27.2pp |
| Annual return | 1.07% | 2.43%-1.4pp | 24.39%-23.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,906 | $2,335+24.5% | $2,689+8.1% | $1,882+54.5% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $129 | $295-56.1% | $3,356-96.1% | $592-78.1% |