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 | $69,847 | $68,408+2.1% | $57,179+22.2% | $57,658+21.1% |
| Participation rate | 96.6% | 79.1%+17.5pp | 75.3%+21.3pp | 70.2%+26.4pp |
| Annual return | 6.40% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,822 | $2,869-36.5% | $2,682-32.1% | $1,974-7.7% |
| Participant deferral / active EE | $2,417 | $2,903-16.7% | $3,096-21.9% | $3,061-21.0% |
| Admin fee / account holder | $60 | $70-13.3% | $3,139-98.1% | $95-36.1% |