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 | $13,778 | $46,732-70.5% | $156,549-91.2% | $55,167-75.0% |
| Participation rate | 82.9% | 65.8%+17.1pp | 84.0%-1.1pp | 69.0%+13.9pp |
| Annual return | 8.46% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,277 | $2,105-39.3% | $5,501-76.8% | $1,963-34.9% |
| Participant deferral / active EE | $2,270 | $2,204+3.0% | $4,871-53.4% | $3,054-25.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |