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 | $60,987 | $70,002-12.9% | $115,037-47.0% | $52,331+16.5% |
| Participation rate | 72.8% | 72.1%+0.7pp | 81.4%-8.6pp | 68.1%+4.7pp |
| Annual return | -0.07% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,578 | $2,715-41.9% | $4,608-65.8% | $1,882-16.2% |
| Participant deferral / active EE | $5,505 | $4,920+11.9% | $6,026-8.7% | $3,022+82.1% |
| Admin fee / account holder | $43 | $566-92.4% | $8,175-99.5% | $592-92.7% |