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 | $57,385 | $69,362-17.3% | $101,248-43.3% | $73,488-21.9% |
| Participation rate | 75.8% | 68.4%+7.4pp | 75.8%0pp | 70.7%+5.2pp |
| Annual return | 14.45% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,518 | $2,628-4.2% | $3,660-31.2% | $2,270+10.9% |
| Participant deferral / active EE | $4,468 | $3,300+35.4% | $4,370+2.2% | $3,740+19.5% |
| Admin fee / account holder | $35 | $704-95.1% | $5,945-99.4% | $513-93.3% |