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 8-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 | $30,196 | $53,127-43.2% | $86,590-65.1% | $70,131-56.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 24.08% | 27.66%-3.6pp | 964.84%-940.8pp | 73.14%-49.1pp |
| Employer contribution / active EE | $3,359 | $2,068+62.4% | $2,839+18.3% | $2,342+43.4% |
| Participant deferral / active EE | $4,744 | $2,696+76.0% | $3,609+31.5% | $3,332+42.4% |
| Admin fee / account holder | $19 | $3,585-99.5% | $4,906-99.6% | $4,645-99.6% |