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 | $17,207 | $53,822-68.0% | $75,696-77.3% | $85,850-80.0% |
| Participation rate | 95.7% | 69.1%+26.6pp | 74.8%+20.8pp | 69.3%+26.3pp |
| Annual return | 26.86% | 24.54%+2.3pp | 104.53%-77.7pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,913 | $2,017-5.2% | $2,743-30.3% | $2,565-25.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $35 | $3,343-99.0% | $3,619-99.0% | $6,260-99.4% |