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 | $54,794 | $63,114-13.2% | $92,893-41.0% | $65,185-15.9% |
| Participation rate | 90.8% | 68.8%+22.1pp | 76.0%+14.8pp | 70.2%+20.6pp |
| Annual return | 24.36% | 28.75%-4.4pp | 109.41%-85.1pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,391 | $2,571-7.0% | $3,653-34.5% | $2,177+9.8% |
| Participant deferral / active EE | $8,958 | $3,108+188.2% | $4,236+111.5% | $3,514+154.9% |
| Admin fee / account holder | $265 | $624-57.5% | $5,794-95.4% | $847-68.7% |