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 | $107,760 | $71,192+51.4% | $117,854-8.6% | $62,292+73.0% |
| Participation rate | 94.9% | 74.2%+20.6pp | 79.7%+15.2pp | 69.5%+25.4pp |
| Annual return | 14.64% | 18.66%-4.0pp | 335.08%-320.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $5,777 | $1,934+198.7% | $3,786+52.6% | $2,042+182.9% |
| Participant deferral / active EE | $4,140 | $3,189+29.8% | $4,482-7.6% | $3,169+30.6% |
| Admin fee / account holder | $14 | $587-97.7% | $8,020-99.8% | $479-97.1% |