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 | $49,893 | $52,467-4.9% | $57,179-12.7% | $55,167-9.6% |
| Participation rate | 78.1% | 75.8%+2.3pp | 75.3%+2.8pp | 69.0%+9.2pp |
| Annual return | 14.74% | 7.72%+7.0pp | 14.59%+0.2pp | 169.23%-154.5pp |
| Employer contribution / active EE | $880 | $2,477-64.5% | $2,682-67.2% | $1,963-55.2% |
| Participant deferral / active EE | $3,525 | $2,830+24.6% | $3,096+13.9% | $3,054+15.4% |
| Admin fee / account holder | $4 | $269-98.7% | $3,139-99.9% | $504-99.3% |