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 | $123,320 | $89,355+38.0% | $141,162-12.6% | $72,985+69.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 22.66% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,788 | $3,114-42.6% | $4,735-62.2% | $2,440-26.7% |
| Participant deferral / active EE | $6,204 | $5,418+14.5% | $6,709-7.5% | $3,607+72.0% |
| Admin fee / account holder | $42 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |