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 | $52,774 | $58,879-10.4% | $178,490-70.4% | $73,488-28.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.37% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,322 | $2,236+3.8% | $5,011-53.7% | $2,270+2.3% |
| Participant deferral / active EE | $2,841 | $2,567+10.7% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |