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 | $76,563 | $74,089+3.3% | $133,980-42.9% | $55,167+38.8% |
| Participation rate | 84.5% | 84.3%+0.2pp | 87.1%-2.6pp | 69.0%+15.5pp |
| Annual return | 7.59% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,149 | $3,064-29.9% | $5,211-58.8% | $1,963+9.5% |
| Participant deferral / active EE | $4,235 | $4,678-9.5% | $6,282-32.6% | $3,054+38.7% |
| Admin fee / account holder | $4 | $458-99.2% | $9,324-100.0% | $504-99.3% |