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 | $108,877 | $43,327+151.3% | $59,878+81.8% | $64,186+69.6% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | -0.39% | -1.55%+1.2pp | 3.46%-3.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,239 | $2,028+10.4% | $2,722-17.7% | $2,381-6.0% |
| Participant deferral / active EE | $4,668 | $2,546+83.4% | $3,402+37.2% | $3,470+34.6% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |