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 | $88,416 | $60,323+46.6% | $81,812+8.1% | $74,495+18.7% |
| Participation rate | 99.5% | 62.9%+36.6pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 15.53% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,129 | $2,620-18.8% | $2,912-26.9% | $2,623-18.9% |
| Participant deferral / active EE | $5,961 | $3,387+76.0% | $4,319+38.0% | $4,346+37.2% |
| Admin fee / account holder | $3 | $1,486-99.8% | $7,386-100.0% | $1,942-99.8% |