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 | $36,122 | $51,769-30.2% | $57,343-37.0% | $52,331-31.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 3.34% | 2.43%+0.9pp | 24.39%-21.1pp | 4.54%-1.2pp |
| Employer contribution / active EE | $2,055 | $2,335-12.0% | $2,689-23.6% | $1,882+9.2% |
| Participant deferral / active EE | $2,294 | $2,794-17.9% | $3,162-27.4% | $3,022-24.1% |
| Admin fee / account holder | $33 | $295-88.6% | $3,356-99.0% | $592-94.3% |