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 | $96,088 | $45,035+113.4% | $62,995+52.5% | $70,131+37.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.35% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $9,774 | $2,051+376.5% | $2,759+254.3% | $2,342+317.3% |
| Participant deferral / active EE | $4,794 | $2,465+94.5% | $3,329+44.0% | $3,332+43.9% |
| Admin fee / account holder | $1 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |