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 | $141,592 | $52,293+170.8% | $178,490-20.7% | $73,409+92.9% |
| Participation rate | 92.1% | 65.3%+26.8pp | 81.9%+10.2pp | 72.2%+19.9pp |
| Annual return | 12.89% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $11,829 | $1,735+581.7% | $5,011+136.1% | $2,234+429.6% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $103 | $127-19.1% | $13,984-99.3% | $158-34.7% |