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 | $41,820 | $63,299-33.9% | $91,001-54.0% | $62,292-32.9% |
| Participation rate | 78.0% | 73.3%+4.7pp | 75.6%+2.4pp | 69.5%+8.5pp |
| Annual return | 14.28% | 20.99%-6.7pp | 4.60%+9.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $497 | $1,807-72.5% | $2,456-79.8% | $2,042-75.7% |
| Participant deferral / active EE | $2,174 | $2,943-26.1% | $3,547-38.7% | $3,169-31.4% |
| Admin fee / account holder | $37 | $468-92.1% | $5,417-99.3% | $479-92.3% |