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 | $127,629 | $62,928+102.8% | $172,739-26.1% | $67,579+88.9% |
| Participation rate | 92.5% | 64.5%+28.0pp | 82.6%+9.8pp | 71.3%+21.2pp |
| Annual return | 18.96% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $11,095 | $1,636+578.2% | $5,143+115.7% | $2,148+416.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |