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 | $46,240 | $85,202-45.7% | $172,739-73.2% | $72,985-36.6% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.6%+6.1pp | 69.5%+19.3pp |
| Annual return | 21.15% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,729 | $3,324-48.0% | $5,143-66.4% | $2,440-29.1% |
| Participant deferral / active EE | $2,764 | $3,260-15.2% | $5,198-46.8% | $3,607-23.4% |
| Admin fee / account holder | $29 | $5,884-99.5% | $13,954-99.8% | $5,124-99.4% |