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 | $52,923 | $34,308+54.3% | $74,701-29.2% | $72,985-27.5% |
| Participation rate | 94.7% | 42.4%+52.3pp | 54.5%+40.2pp | 69.5%+25.2pp |
| Annual return | 18.73% | 26.58%-7.8pp | 752.92%-734.2pp | 81.00%-62.3pp |
| Employer contribution / active EE | $854 | $692+23.4% | $1,084-21.2% | $2,440-65.0% |
| Participant deferral / active EE | $1,866 | $1,271+46.8% | $1,964-5.0% | $3,607-48.3% |
| Admin fee / account holder | $9 | $2,124-99.6% | $3,333-99.7% | $5,124-99.8% |