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 | $97,321 | $89,652+8.6% | $141,162-31.1% | $65,185+49.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 22.11% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $4,512 | $3,065+47.2% | $4,735-4.7% | $2,177+107.3% |
| Participant deferral / active EE | $4,544 | $5,691-20.1% | $6,709-32.3% | $3,514+29.3% |
| Admin fee / account holder | $49 | $569-91.5% | $10,261-99.5% | $847-94.3% |