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 | $96,347 | $65,322+47.5% | $70,449+36.8% | $73,488+31.1% |
| Participation rate | 97.7% | 77.0%+20.8pp | 75.1%+22.7pp | 70.7%+27.0pp |
| Annual return | 13.13% | 15.71%-2.6pp | 109.03%-95.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $9,354 | $2,460+280.3% | $2,737+241.8% | $2,270+312.0% |
| Participant deferral / active EE | $4,496 | $3,375+33.2% | $3,709+21.2% | $3,740+20.2% |
| Admin fee / account holder | $2 | $214-99.2% | $3,845-100.0% | $513-99.7% |