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 | $18,022 | $91,190-80.2% | $178,490-89.9% | $79,858-77.4% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 16.76% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,203 | $3,256-63.1% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $2,226 | $3,236-31.2% | $5,202-57.2% | $3,740-40.5% |
| Admin fee / account holder | $22 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |