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 | $95,204 | $84,948+12.1% | $70,449+35.1% | $73,409+29.7% |
| Participation rate | 94.8% | 79.9%+14.8pp | 75.1%+19.7pp | 72.2%+22.6pp |
| Annual return | 11.65% | 13.39%-1.7pp | 109.03%-97.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $2,157 | $2,834-23.9% | $2,737-21.2% | $2,234-3.4% |
| Participant deferral / active EE | $2,039 | $3,387-39.8% | $3,709-45.0% | $3,805-46.4% |
| Admin fee / account holder | $144 | $98+46.6% | $3,845-96.3% | $158-8.9% |