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 | $89,553 | $53,822+66.4% | $75,696+18.3% | $85,850+4.3% |
| Participation rate | 93.8% | 69.1%+24.7pp | 74.8%+18.9pp | 69.3%+24.4pp |
| Annual return | 14.01% | 24.54%-10.5pp | 104.53%-90.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,751 | $2,017+86.0% | $2,743+36.8% | $2,565+46.2% |
| Participant deferral / active EE | $5,190 | $2,895+79.3% | $3,821+35.8% | $3,952+31.3% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |