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 | $41,095 | $46,072-10.8% | $70,014-41.3% | $55,167-25.5% |
| Participation rate | 99.5% | 67.5%+32.0pp | 71.8%+27.7pp | 69.0%+30.5pp |
| Annual return | 8.58% | 8.68%-0.1pp | 12.99%-4.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $4,001 | $1,500+166.7% | $2,338+71.1% | $1,963+103.9% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5 | $428-98.9% | $4,380-99.9% | $504-99.1% |