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 | $23,695 | $58,726-59.7% | $92,233-74.3% | $62,292-62.0% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 19.80% | 43.62%-23.8pp | 176.28%-156.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $711 | $2,392-70.3% | $3,679-80.7% | $2,042-65.2% |
| Participant deferral / active EE | $3,199 | $2,766+15.7% | $3,897-17.9% | $3,169+0.9% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.0% |