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 6-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 | $29,592 | $78,422-62.3% | $95,952-69.2% | $79,858-62.9% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 16.77% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $886 | $1,945-54.5% | $2,541-65.1% | $2,471-64.2% |
| Participant deferral / active EE | $1,993 | $3,440-42.1% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $184 | $5,622-96.7% | $6,795-97.3% | $5,306-96.5% |