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 | $36,535 | $55,453-34.1% | $170,442-78.6% | $62,292-41.3% |
| Participation rate | 77.0% | 66.4%+10.6pp | 83.6%-6.6pp | 69.5%+7.4pp |
| Annual return | 19.15% | 21.38%-2.2pp | 205.93%-186.8pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,950 | $2,164-9.9% | $5,433-64.1% | $2,042-4.5% |
| Participant deferral / active EE | $2,734 | $2,303+18.7% | $4,939-44.6% | $3,169-13.7% |
| Admin fee / account holder | $5 | $455-99.0% | $13,880-100.0% | $479-99.0% |