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 | $64,289 | $98,750-34.9% | $149,696-57.1% | $79,858-19.5% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.7pp |
| Annual return | 23.83% | 27.43%-3.6pp | 276.60%-252.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,847 | $5,680+143.8% | $6,842+102.4% | $3,740+270.2% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |