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 | $67,846 | $69,362-2.2% | $101,248-33.0% | $73,488-7.7% |
| Participation rate | 75.7% | 68.4%+7.3pp | 75.8%-0.1pp | 70.7%+5.0pp |
| Annual return | 16.61% | 18.46%-1.8pp | 46.47%-29.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,512 | $2,628-42.5% | $3,660-58.7% | $2,270-33.4% |
| Participant deferral / active EE | $2,515 | $3,300-23.8% | $4,370-42.5% | $3,740-32.7% |
| Admin fee / account holder | $3 | $704-99.6% | $5,945-100.0% | $513-99.4% |