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 | $89,236 | $79,523+12.2% | $140,016-36.3% | $56,287+58.5% |
| Participation rate | 87.9% | 85.7%+2.2pp | 87.5%+0.4pp | 69.9%+18.1pp |
| Annual return | 7.70% | 2.39%+5.3pp | 651.12%-643.4pp | -9.96%+17.7pp |
| Employer contribution / active EE | $2,071 | $3,350-38.2% | $5,606-63.0% | $2,111-1.9% |
| Participant deferral / active EE | $4,439 | $5,129-13.4% | $6,927-35.9% | $3,350+32.5% |
| Admin fee / account holder | $9 | $614-98.5% | $10,705-99.9% | $521-98.3% |