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 | $59,042 | $84,695-30.3% | $73,843-20.0% | $125,391-52.9% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.4%+21.6pp | 83.2%+11.8pp |
| Annual return | 1.39% | 3123.53%-3122.1pp | 2267.84%-2266.4pp | 282.22%-280.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,140 | $3,992-21.4% | $3,583-12.4% | $5,352-41.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |