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 | $60,602 | $73,125-17.1% | $125,175-51.6% | $77,787-22.1% |
| Participation rate | 100.0% | 79.4%+20.5pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 34.17% | 24.71%+9.5pp | 43.79%-9.6pp | 32.57%+1.6pp |
| Employer contribution / active EE | $14,760 | $2,413+511.7% | $3,865+281.8% | $2,504+489.3% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $9,702-100.0% | $100-100.0% |