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 | $52,509 | $84,948-38.2% | $70,449-25.5% | $73,409-28.5% |
| Participation rate | 95.5% | 79.9%+15.6pp | 75.1%+20.4pp | 72.2%+23.3pp |
| Annual return | 13.92% | 13.39%+0.5pp | 109.03%-95.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,796 | $2,834-36.6% | $2,737-34.4% | $2,234-19.6% |
| Participant deferral / active EE | $1,599 | $3,387-52.8% | $3,709-56.9% | $3,805-58.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |