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 | $28,364 | $49,138-42.3% | $84,015-66.2% | $65,185-56.5% |
| Participation rate | 72.7% | 60.7%+12.0pp | 69.0%+3.7pp | 70.2%+2.5pp |
| Annual return | 24.65% | 23.00%+1.7pp | 71.31%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,845 | $914+101.9% | $1,983-7.0% | $2,177-15.3% |
| Participant deferral / active EE | $2,573 | $2,397+7.4% | $3,239-20.5% | $3,514-26.8% |
| Admin fee / account holder | $15 | $543-97.3% | $6,101-99.8% | $847-98.2% |