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 | $68,916 | $62,132+10.9% | $185,823-62.9% | $73,488-6.2% |
| Participation rate | 91.5% | 67.8%+23.7pp | 78.0%+13.5pp | 70.7%+20.8pp |
| Annual return | 29.38% | 20.44%+8.9pp | 35.95%-6.6pp | 28.51%+0.9pp |
| Employer contribution / active EE | $6,992 | $1,681+315.9% | $4,087+71.1% | $2,270+208.0% |
| Participant deferral / active EE | $10,847 | $3,711+192.3% | $5,632+92.6% | $3,740+190.1% |
| Admin fee / account holder | $17 | $419-96.0% | $9,500-99.8% | $513-96.7% |