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 | $155,576 | $60,795+155.9% | $69,455+124.0% | $65,185+138.7% |
| Participation rate | 88.1% | 74.9%+13.2pp | 74.6%+13.5pp | 70.2%+17.9pp |
| Annual return | 18.83% | 17.46%+1.4pp | 28.97%-10.1pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,803 | $2,452+14.3% | $2,779+0.8% | $2,177+28.8% |
| Participant deferral / active EE | $4,803 | $3,162+51.9% | $3,535+35.8% | $3,514+36.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |