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 | $32,751 | $56,972-42.5% | $182,532-82.1% | $65,185-49.8% |
| Participation rate | 77.7% | 66.5%+11.2pp | 78.0%-0.3pp | 70.2%+7.5pp |
| Annual return | 24.79% | 27.67%-2.9pp | 148.54%-123.7pp | 29.38%-4.6pp |
| Employer contribution / active EE | $2,026 | $1,615+25.5% | $4,076-50.3% | $2,177-6.9% |
| Participant deferral / active EE | $3,626 | $3,526+2.8% | $5,524-34.4% | $3,514+3.2% |
| Admin fee / account holder | $18 | $528-96.6% | $8,592-99.8% | $847-97.9% |