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 | $31,888 | $51,620-38.2% | $90,281-64.7% | $65,185-51.1% |
| Participation rate | 93.1% | 68.6%+24.5pp | 73.3%+19.8pp | 70.2%+22.9pp |
| Annual return | 19.23% | 24.94%-5.7pp | 78.10%-58.9pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,060 | $2,235-7.8% | $2,854-27.8% | $2,177-5.3% |
| Participant deferral / active EE | $1,055 | $2,871-63.3% | $3,885-72.9% | $3,514-70.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |