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 | $113,700 | $60,124+89.1% | $90,404+25.8% | $79,858+42.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.82% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $11,539 | $2,068+458.0% | $3,262+253.7% | $2,471+367.0% |
| Participant deferral / active EE | $9,755 | $2,938+232.0% | $3,963+146.1% | $3,740+160.8% |
| Admin fee / account holder | $157 | $3,976-96.1% | $5,611-97.2% | $5,306-97.0% |