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 | $102,134 | $46,173+121.2% | $170,442-40.1% | $69,631+46.7% |
| Participation rate | 95.2% | 63.9%+31.3pp | 83.6%+11.6pp | 70.7%+24.6pp |
| Annual return | 16.34% | 21.62%-5.3pp | 205.93%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $7,395 | $1,610+359.4% | $5,433+36.1% | $2,032+263.9% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $77 | $116-33.8% | $13,880-99.4% | $110-30.4% |