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 | $119,568 | $136,307-12.3% | $177,821-32.8% | $73,488+62.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 15.97% | 18.68%-2.7pp | 48.32%-32.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $5,848 | $3,712+57.5% | $5,918-1.2% | $2,270+157.6% |
| Participant deferral / active EE | $5,250 | $5,829-9.9% | $7,714-31.9% | $3,740+40.4% |
| Admin fee / account holder | $7 | $596-98.9% | $12,427-99.9% | $513-98.7% |