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 | $53,938 | $136,307-60.4% | $177,821-69.7% | $73,488-26.6% |
| Participation rate | 83.5% | 86.1%-2.6pp | 87.7%-4.2pp | 70.7%+12.8pp |
| Annual return | 27.07% | 18.68%+8.4pp | 48.32%-21.3pp | 28.51%-1.4pp |
| Employer contribution / active EE | $2,265 | $3,712-39.0% | $5,918-61.7% | $2,270-0.2% |
| Participant deferral / active EE | $5,545 | $5,829-4.9% | $7,714-28.1% | $3,740+48.3% |
| Admin fee / account holder | $21 | $596-96.5% | $12,427-99.8% | $513-96.0% |