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 | $68,452 | $45,073+51.9% | $69,455-1.4% | $72,985-6.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.00% | 22.65%-2.7pp | 28.97%-9.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,102 | $2,054+2.3% | $2,779-24.4% | $2,440-13.8% |
| Participant deferral / active EE | $4,473 | $2,602+71.9% | $3,535+26.5% | $3,607+24.0% |
| Admin fee / account holder | $15 | $3,056-99.5% | $3,839-99.6% | $5,124-99.7% |