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 | $67,109 | $50,385+33.2% | $75,670-11.3% | $62,292+7.7% |
| Participation rate | 77.6% | 67.7%+9.9pp | 72.3%+5.2pp | 69.5%+8.0pp |
| Annual return | 15.51% | 19.90%-4.4pp | 27.34%-11.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,136 | $1,537+39.0% | $2,352-9.2% | $2,042+4.6% |
| Participant deferral / active EE | $4,586 | $2,445+87.5% | $3,142+45.9% | $3,169+44.7% |
| Admin fee / account holder | $237 | $384-38.2% | $5,800-95.9% | $479-50.5% |