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 7-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 | $153,963 | $57,096+169.7% | $94,224+63.4% | $55,191+179.0% |
| Participation rate | 91.3% | 75.7%+15.7pp | 78.8%+12.6pp | 69.2%+22.2pp |
| Annual return | 1.33% | 159.65%-158.3pp | 10.68%-9.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,484 | $1,708+45.4% | $3,587-30.8% | $1,899+30.8% |
| Participant deferral / active EE | $6,458 | $3,165+104.1% | $4,320+49.5% | $3,046+112.0% |
| Admin fee / account holder | $19 | $89-78.9% | $6,269-99.7% | $91-79.3% |