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 | $62,923 | $52,580+19.7% | $71,671-12.2% | $70,131-10.3% |
| Participation rate | 76.4% | 60.9%+15.5pp | 68.7%+7.7pp | 69.5%+6.9pp |
| Annual return | 23.66% | 20.25%+3.4pp | 20.65%+3.0pp | 73.14%-49.5pp |
| Employer contribution / active EE | $493 | $1,616-69.5% | $2,460-80.0% | $2,342-79.0% |
| Participant deferral / active EE | $2,605 | $2,386+9.2% | $3,438-24.2% | $3,332-21.8% |
| Admin fee / account holder | $115 | $3,653-96.9% | $5,558-97.9% | $4,645-97.5% |