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 | $40,867 | $80,753-49.4% | $136,294-70.0% | $62,292-34.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.11% | 35.83%-2.7pp | 5155.94%-5122.8pp | 28.90%+4.2pp |
| Employer contribution / active EE | $1,981 | $2,884-31.3% | $4,695-57.8% | $2,042-3.0% |
| Participant deferral / active EE | $3,043 | $5,164-41.1% | $6,247-51.3% | $3,169-4.0% |
| Admin fee / account holder | $69 | $525-86.8% | $9,243-99.2% | $479-85.5% |