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 | $53,175 | $52,406+1.5% | $129,207-58.8% | $74,495-28.6% |
| Participation rate | 80.0% | 53.8%+26.2pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 12.95% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,452 | $1,531+60.2% | $4,153-41.0% | $2,623-6.5% |
| Participant deferral / active EE | $3,480 | $2,794+24.5% | $4,168-16.5% | $4,346-19.9% |
| Admin fee / account holder | $2 | $2,633-99.9% | $7,715-100.0% | $1,942-99.9% |