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 | $42,815 | $51,620-17.1% | $90,281-52.6% | $65,185-34.3% |
| Participation rate | 96.5% | 68.6%+27.9pp | 73.3%+23.2pp | 70.2%+26.3pp |
| Annual return | 27.66% | 24.94%+2.7pp | 78.10%-50.4pp | 29.38%-1.7pp |
| Employer contribution / active EE | $5,005 | $2,235+124.0% | $2,854+75.4% | $2,177+130.0% |
| Participant deferral / active EE | $6,638 | $2,871+131.3% | $3,885+70.9% | $3,514+88.9% |
| Admin fee / account holder | $10 | $384-97.4% | $5,351-99.8% | $847-98.8% |