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 | $54,122 | $73,638-26.5% | $95,952-43.6% | $73,488-26.4% |
| Participation rate | 91.3% | 76.2%+15.2pp | 77.1%+14.2pp | 70.7%+20.6pp |
| Annual return | 17.12% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,511 | $1,863+88.4% | $2,541+38.2% | $2,270+54.7% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $482-99.6% | $6,795-100.0% | $513-99.6% |