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 | $29,969 | $99,957-70.0% | $149,696-80.0% | $73,488-59.2% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 22.15% | 53.87%-31.7pp | 276.60%-254.5pp | 28.51%-6.4pp |
| Employer contribution / active EE | $754 | $3,191-76.4% | $4,644-83.8% | $2,270-66.8% |
| Participant deferral / active EE | $2,972 | $6,073-51.1% | $6,842-56.6% | $3,740-20.5% |
| Admin fee / account holder | $21 | $551-96.1% | $9,309-99.8% | $513-95.8% |