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 | $84,131 | $60,795+38.4% | $69,455+21.1% | $65,185+29.1% |
| Participation rate | 96.4% | 74.9%+21.5pp | 74.6%+21.8pp | 70.2%+26.2pp |
| Annual return | 19.91% | 17.46%+2.5pp | 28.97%-9.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $10,376 | $2,452+323.2% | $2,779+273.4% | $2,177+376.7% |
| Participant deferral / active EE | $5,428 | $3,162+71.7% | $3,535+53.5% | $3,514+54.5% |
| Admin fee / account holder | $1 | $314-99.8% | $3,839-100.0% | $847-99.9% |