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 | $74,367 | $73,102+1.7% | $123,544-39.8% | $56,287+32.1% |
| Participation rate | 92.8% | 74.3%+18.5pp | 82.3%+10.5pp | 69.9%+22.9pp |
| Annual return | 37.89% | 3.01%+34.9pp | 119.20%-81.3pp | -9.96%+47.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,028 | $5,423+48.0% | $6,426+24.9% | $3,350+139.6% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |