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 | $44,328 | $63,346-30.0% | $92,233-51.9% | $70,131-36.8% |
| Participation rate | 81.7% | 68.7%+13.0pp | 76.5%+5.2pp | 69.5%+12.2pp |
| Annual return | 22.06% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,158 | $2,471-12.7% | $3,679-41.4% | $2,342-7.9% |
| Participant deferral / active EE | $7,341 | $2,854+157.2% | $3,897+88.4% | $3,332+120.3% |
| Admin fee / account holder | $23 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |