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 | $57,941 | $52,467+10.4% | $57,179+1.3% | $55,167+5.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.84% | 7.72%-0.9pp | 14.59%-7.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $8,230 | $2,477+232.2% | $2,682+206.8% | $1,963+319.3% |
| Participant deferral / active EE | $3,913 | $2,830+38.2% | $3,096+26.4% | $3,054+28.1% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |