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 | $47,208 | $95,542-50.6% | $69,455-32.0% | $67,579-30.1% |
| Participation rate | 95.1% | 79.4%+15.7pp | 74.6%+20.5pp | 71.3%+23.8pp |
| Annual return | 16.60% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $1,743 | $2,989-41.7% | $2,779-37.3% | $2,148-18.9% |
| Participant deferral / active EE | $1,551 | $3,263-52.5% | $3,535-56.1% | $3,539-56.2% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |