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 | $81,202 | $37,117+118.8% | $147,614-45.0% | $55,191+47.1% |
| Participation rate | 70.6% | 63.6%+7.0pp | 84.6%-14.0pp | 69.2%+1.5pp |
| Annual return | 0.34% | 3.44%-3.1pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $5,850 | $1,620+261.0% | $5,564+5.1% | $1,899+208.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $40 | $86-52.7% | $11,611-99.7% | $91-55.4% |