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 | $61,453 | $40,256+52.7% | $57,343+7.2% | $59,632+3.1% |
| Participation rate | 94.4% | 69.2%+25.2pp | 75.1%+19.3pp | 68.7%+25.7pp |
| Annual return | 2.14% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,271 | $2,399-5.3% | $3,162-28.2% | $3,192-28.8% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |