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 | $64,661 | $57,976+11.5% | $62,995+2.6% | $62,292+3.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.60% | 17.54%-1.9pp | 87.57%-72.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $9,138 | $2,415+278.5% | $2,759+231.2% | $2,042+347.5% |
| Participant deferral / active EE | $4,292 | $2,956+45.2% | $3,329+28.9% | $3,169+35.4% |
| Admin fee / account holder | $1 | $276-99.8% | $3,600-100.0% | $479-99.9% |