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 | $35,710 | $54,762-34.8% | $90,281-60.4% | $72,985-51.1% |
| Participation rate | 92.1% | 65.1%+26.9pp | 73.3%+18.8pp | 69.5%+22.6pp |
| Annual return | 22.98% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,289 | $2,092+9.4% | $2,854-19.8% | $2,440-6.2% |
| Participant deferral / active EE | $4,443 | $2,887+53.9% | $3,885+14.4% | $3,607+23.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |