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 | $21,842 | $76,000-71.3% | $154,107-85.8% | $64,186-66.0% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | 12.74% | 30.32%-17.6pp | 735.12%-722.4pp | 7.63%+5.1pp |
| Employer contribution / active EE | $725 | $3,351-78.4% | $5,298-86.3% | $2,381-69.6% |
| Participant deferral / active EE | $1,471 | $3,175-53.7% | $5,081-71.1% | $3,470-57.6% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |