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 | $96,551 | $138,347-30.2% | $184,203-47.6% | $80,856+19.4% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 31.85% | 20.02%+11.8pp | 28.81%+3.0pp | 35.59%-3.7pp |
| Employer contribution / active EE | $3,219 | $4,850-33.6% | $6,427-49.9% | $2,755+16.9% |
| Participant deferral / active EE | $7,786 | $7,071+10.1% | $9,131-14.7% | $4,296+81.3% |
| Admin fee / account holder | $2 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |