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 | $50,750 | $52,953-4.2% | $172,739-70.6% | $65,185-22.1% |
| Participation rate | 94.0% | 66.2%+27.8pp | 82.6%+11.4pp | 70.2%+23.8pp |
| Annual return | 26.13% | 30.12%-4.0pp | 802.84%-776.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $7,313 | $2,190+234.0% | $5,143+42.2% | $2,177+236.0% |
| Participant deferral / active EE | $5,824 | $2,471+135.7% | $5,198+12.1% | $3,514+65.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |