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 | $18,052 | $84,233-78.6% | $170,442-89.4% | $70,131-74.3% |
| Participation rate | 93.6% | 70.8%+22.8pp | 83.6%+10.0pp | 69.5%+24.1pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $655 | $3,387-80.7% | $5,433-87.9% | $2,342-72.0% |
| Participant deferral / active EE | $1,331 | $3,086-56.9% | $4,939-73.0% | $3,332-60.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |