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 | $58,663 | $57,976+1.2% | $62,995-6.9% | $62,292-5.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.86% | 17.54%+0.3pp | 87.57%-69.7pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,115 | $2,415-53.8% | $2,759-59.6% | $2,042-45.4% |
| Participant deferral / active EE | $4,808 | $2,956+62.7% | $3,329+44.4% | $3,169+51.7% |
| Admin fee / account holder | $4 | $276-98.4% | $3,600-99.9% | $479-99.1% |