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 | $46,853 | $68,408-31.5% | $57,179-18.1% | $57,658-18.7% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 5.60% | 8.51%-2.9pp | 14.59%-9.0pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,745 | $2,869-39.2% | $2,682-34.9% | $1,974-11.6% |
| Participant deferral / active EE | $2,024 | $2,903-30.3% | $3,096-34.6% | $3,061-33.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |