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 | $30,142 | $84,233-64.2% | $170,442-82.3% | $70,131-57.0% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,676 | $3,387-21.0% | $5,433-50.7% | $2,342+14.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |