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 | $54,290 | $43,133+25.9% | $89,391-39.3% | $73,488-26.1% |
| Participation rate | 88.0% | 55.0%+33.0pp | 68.0%+20.0pp | 70.7%+17.3pp |
| Annual return | 21.34% | 135.66%-114.3pp | 245.62%-224.3pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,548 | $1,438+7.7% | $2,586-40.1% | $2,270-31.8% |
| Participant deferral / active EE | $3,174 | $2,445+29.9% | $3,890-18.4% | $3,740-15.1% |
| Admin fee / account holder | $5 | $444-98.9% | $4,881-99.9% | $513-99.1% |