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 | $119,075 | $46,100+158.3% | $86,590+37.5% | $69,631+71.0% |
| Participation rate | 98.1% | 67.2%+30.9pp | 73.5%+24.5pp | 70.7%+27.4pp |
| Annual return | 17.70% | 21.02%-3.3pp | 964.84%-947.1pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $10,265 | $1,850+454.9% | $2,839+261.5% | $2,032+405.1% |
| Participant deferral / active EE | $6,863 | $2,432+182.2% | $3,609+90.2% | $3,224+112.9% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |