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 | $130,161 | $74,706+74.2% | $75,696+72.0% | $79,386+64.0% |
| Participation rate | 89.2% | 75.3%+13.8pp | 74.8%+14.4pp | 70.7%+18.5pp |
| Annual return | 29.36% | 18.52%+10.8pp | 104.53%-75.2pp | 116.85%-87.5pp |
| Employer contribution / active EE | $5,217 | $2,590+101.5% | $2,743+90.2% | $2,427+114.9% |
| Participant deferral / active EE | $4,085 | $3,533+15.6% | $3,821+6.9% | $4,046+1.0% |
| Admin fee / account holder | $127 | $374-66.1% | $3,619-96.5% | $626-79.7% |