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 | $86,344 | $89,739-3.8% | $149,718-42.3% | $62,292+38.6% |
| Participation rate | 84.3% | 85.1%-0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 15.41% | 21.01%-5.6pp | 1501.63%-1486.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,982 | $3,233-38.7% | $5,445-63.6% | $2,042-2.9% |
| Participant deferral / active EE | $4,117 | $4,797-14.2% | $6,569-37.3% | $3,169+29.9% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.4% |