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 | $27,492 | $54,762-49.8% | $90,281-69.5% | $72,985-62.3% |
| Participation rate | 73.3% | 65.1%+8.1pp | 73.3%0pp | 69.5%+3.8pp |
| Annual return | 22.15% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,662 | $2,092+27.2% | $2,854-6.7% | $2,440+9.1% |
| Participant deferral / active EE | $3,863 | $2,887+33.8% | $3,885-0.6% | $3,607+7.1% |
| Admin fee / account holder | $57 | $3,972-98.6% | $5,351-98.9% | $5,124-98.9% |