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 | $25,824 | $70,002-63.1% | $115,037-77.6% | $52,331-50.7% |
| Participation rate | 93.5% | 72.1%+21.4pp | 81.4%+12.2pp | 68.1%+25.4pp |
| Annual return | 1.63% | 4.04%-2.4pp | 26.14%-24.5pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,565 | $2,715-42.4% | $4,608-66.0% | $1,882-16.9% |
| Participant deferral / active EE | $7,224 | $4,920+46.8% | $6,026+19.9% | $3,022+139.0% |
| Admin fee / account holder | $4 | $566-99.3% | $8,175-100.0% | $592-99.4% |