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 | $54,060 | $54,590-1.0% | $81,930-34.0% | $73,488-26.4% |
| Participation rate | 84.9% | 68.3%+16.6pp | 72.0%+12.9pp | 70.7%+14.2pp |
| Annual return | 22.02% | 17.74%+4.3pp | 29.49%-7.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $486 | $1,636-70.3% | $4,310-88.7% | $2,270-78.6% |
| Participant deferral / active EE | $2,481 | $2,759-10.1% | $7,107-65.1% | $3,740-33.7% |
| Admin fee / account holder | $13 | $592-97.7% | $5,158-99.7% | $513-97.4% |