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 | $59,812 | $45,152+32.5% | $73,843-19.0% | $59,632+0.3% |
| Participation rate | 97.8% | 64.0%+33.8pp | 73.4%+24.3pp | 68.7%+29.1pp |
| Annual return | 3.58% | 27.40%-23.8pp | 2267.84%-2264.3pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $7,937 | $1,902+317.4% | $2,787+184.8% | $2,203+260.4% |
| Participant deferral / active EE | $5,606 | $2,574+117.8% | $3,583+56.4% | $3,192+75.6% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |