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 | $27,865 | $60,795-54.2% | $69,455-59.9% | $65,185-57.3% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+16.0pp | 70.2%+20.4pp |
| Annual return | 16.96% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,335 | $2,452-45.6% | $2,779-52.0% | $2,177-38.7% |
| Participant deferral / active EE | $1,447 | $3,162-54.2% | $3,535-59.1% | $3,514-58.8% |
| Admin fee / account holder | $25 | $314-92.0% | $3,839-99.3% | $847-97.0% |