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 | $88,953 | $74,552+19.3% | $62,995+41.2% | $69,631+27.7% |
| Participation rate | 97.9% | 78.3%+19.7pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 13.46% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $3,574 | $2,929+22.0% | $2,759+29.5% | $2,032+75.9% |
| Participant deferral / active EE | $3,684 | $2,974+23.9% | $3,329+10.7% | $3,224+14.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |