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 | $114,017 | $74,552+52.9% | $62,995+81.0% | $69,631+63.7% |
| Participation rate | 98.3% | 78.3%+20.0pp | 74.8%+23.5pp | 70.7%+27.6pp |
| Annual return | 15.01% | 15.77%-0.8pp | 87.57%-72.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $4,190 | $2,929+43.1% | $2,759+51.9% | $2,032+106.2% |
| Participant deferral / active EE | $3,840 | $2,974+29.1% | $3,329+15.3% | $3,224+19.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |