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 | $99,567 | $65,322+52.4% | $70,449+41.3% | $73,488+35.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.73% | 15.71%-2.0pp | 109.03%-95.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $3,150 | $2,460+28.1% | $2,737+15.1% | $2,270+38.8% |
| Participant deferral / active EE | $3,636 | $3,375+7.8% | $3,709-1.9% | $3,740-2.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |