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 | $39,925 | $57,976-31.1% | $62,995-36.6% | $62,292-35.9% |
| Participation rate | 97.9% | 75.9%+21.9pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 15.03% | 17.54%-2.5pp | 87.57%-72.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,563 | $2,415-35.3% | $2,759-43.3% | $2,042-23.4% |
| Participant deferral / active EE | $1,416 | $2,956-52.1% | $3,329-57.5% | $3,169-55.3% |
| Admin fee / account holder | $46 | $276-83.4% | $3,600-98.7% | $479-90.5% |