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 9-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 | $34,786 | $84,948-59.1% | $70,449-50.6% | $73,409-52.6% |
| Participation rate | 76.0% | 79.9%-4.0pp | 75.1%+0.9pp | 72.2%+3.8pp |
| Annual return | 38.88% | 13.39%+25.5pp | 109.03%-70.1pp | 59.29%-20.4pp |
| Employer contribution / active EE | $4,675 | $2,834+64.9% | $2,737+70.8% | $2,234+109.3% |
| Participant deferral / active EE | $8,891 | $3,387+162.5% | $3,709+139.7% | $3,805+133.6% |
| Admin fee / account holder | $10 | $98-89.9% | $3,845-99.7% | $158-93.7% |