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 | $60,112 | $52,467+14.6% | $57,179+5.1% | $55,167+9.0% |
| Participation rate | 95.9% | 75.8%+20.1pp | 75.3%+20.6pp | 69.0%+26.9pp |
| Annual return | 7.41% | 7.72%-0.3pp | 14.59%-7.2pp | 169.23%-161.8pp |
| Employer contribution / active EE | $4,888 | $2,477+97.3% | $2,682+82.2% | $1,963+149.1% |
| Participant deferral / active EE | $5,217 | $2,830+84.3% | $3,096+68.5% | $3,054+70.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |