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 | $51,834 | $74,552-30.5% | $62,995-17.7% | $69,631-25.6% |
| Participation rate | 93.4% | 78.3%+15.1pp | 74.8%+18.6pp | 70.7%+22.7pp |
| Annual return | 15.59% | 15.77%-0.2pp | 87.57%-72.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $941 | $2,929-67.9% | $2,759-65.9% | $2,032-53.7% |
| Participant deferral / active EE | $1,952 | $2,974-34.4% | $3,329-41.4% | $3,224-39.4% |
| Admin fee / account holder | $106 | $59+77.6% | $3,600-97.1% | $110-4.5% |