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 | $72,959 | $67,166+8.6% | $57,343+27.2% | $55,191+32.2% |
| Participation rate | 97.2% | 77.7%+19.5pp | 75.1%+22.1pp | 69.2%+28.0pp |
| Annual return | 3.36% | 4.22%-0.9pp | 24.39%-21.0pp | 10.78%-7.4pp |
| Employer contribution / active EE | $1,735 | $2,812-38.3% | $2,689-35.5% | $1,899-8.6% |
| Participant deferral / active EE | $2,111 | $2,835-25.5% | $3,162-33.2% | $3,046-30.7% |
| Admin fee / account holder | $23 | $44-46.1% | $3,356-99.3% | $91-74.2% |