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 | $29,621 | $55,453-46.6% | $170,442-82.6% | $62,292-52.4% |
| Participation rate | 94.9% | 66.4%+28.5pp | 83.6%+11.3pp | 69.5%+25.4pp |
| Annual return | 13.83% | 21.38%-7.5pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,791 | $2,164-17.2% | $5,433-67.0% | $2,042-12.3% |
| Participant deferral / active EE | $1,784 | $2,303-22.5% | $4,939-63.9% | $3,169-43.7% |
| Admin fee / account holder | $22 | $455-95.1% | $13,880-99.8% | $479-95.3% |