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 | $58,695 | $57,976+1.2% | $62,995-6.8% | $62,292-5.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 17.11% | 17.54%-0.4pp | 87.57%-70.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,159 | $2,415-10.6% | $2,759-21.8% | $2,042+5.7% |
| Participant deferral / active EE | $3,428 | $2,956+16.0% | $3,329+3.0% | $3,169+8.2% |
| Admin fee / account holder | $37 | $276-86.7% | $3,600-99.0% | $479-92.3% |