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 | $23,855 | $66,124-63.9% | $90,404-73.6% | $73,488-67.5% |
| Participation rate | 90.1% | 69.7%+20.4pp | 72.7%+17.4pp | 70.7%+19.4pp |
| Annual return | 13.92% | 17.65%-3.7pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,078 | $2,346-54.1% | $3,262-67.0% | $2,270-52.5% |
| Participant deferral / active EE | $954 | $3,039-68.6% | $3,963-75.9% | $3,740-74.5% |
| Admin fee / account holder | $202 | $396-48.9% | $5,611-96.4% | $513-60.5% |