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 | $138,667 | $49,227+181.7% | $70,449+96.8% | $79,858+73.6% |
| Participation rate | 87.2% | 69.2%+18.0pp | 75.1%+12.1pp | 69.6%+17.5pp |
| Annual return | 12.97% | 30.06%-17.1pp | 109.03%-96.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,180 | $2,099+3.9% | $2,737-20.3% | $2,471-11.8% |
| Participant deferral / active EE | $4,275 | $2,768+54.4% | $3,709+15.3% | $3,740+14.3% |
| Admin fee / account holder | $157 | $2,878-94.5% | $3,845-95.9% | $5,306-97.0% |