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 | $58,557 | $60,795-3.7% | $69,455-15.7% | $65,185-10.2% |
| Participation rate | 99.4% | 74.9%+24.5pp | 74.6%+24.8pp | 70.2%+29.2pp |
| Annual return | 38.53% | 17.46%+21.1pp | 28.97%+9.6pp | 29.38%+9.1pp |
| Employer contribution / active EE | $2,927 | $2,452+19.4% | $2,779+5.3% | $2,177+34.5% |
| Participant deferral / active EE | $1,986 | $3,162-37.2% | $3,535-43.8% | $3,514-43.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |