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 | $21,976 | $45,073-51.2% | $69,455-68.4% | $72,985-69.9% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.4pp |
| Annual return | 25.98% | 22.65%+3.3pp | 28.97%-3.0pp | 81.00%-55.0pp |
| Employer contribution / active EE | $802 | $2,054-60.9% | $2,779-71.1% | $2,440-67.1% |
| Participant deferral / active EE | $1,812 | $2,602-30.3% | $3,535-48.7% | $3,607-49.8% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |