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 | $120,942 | $43,423+178.5% | $78,689+53.7% | $55,167+119.2% |
| Participation rate | 91.3% | 68.0%+23.3pp | 73.6%+17.8pp | 69.0%+22.3pp |
| Annual return | 6.09% | 11.53%-5.4pp | 62.18%-56.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,271 | $2,509+189.8% | $3,517+106.7% | $3,054+138.1% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |