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 9-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 | $45,515 | $52,670-13.6% | $90,404-49.7% | $73,409-38.0% |
| Participation rate | 90.1% | 67.7%+22.5pp | 72.7%+17.4pp | 72.2%+17.9pp |
| Annual return | 13.83% | 20.70%-6.9pp | 1293.02%-1279.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,488 | $1,872+86.4% | $3,262+6.9% | $2,234+56.2% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |