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 | $70,012 | $72,177-3.0% | $115,037-39.1% | $59,632+17.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.78% | 12.02%-10.2pp | 26.14%-24.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $3,573 | $2,841+25.8% | $4,608-22.5% | $2,203+62.2% |
| Participant deferral / active EE | $3,727 | $4,783-22.1% | $6,026-38.2% | $3,192+16.8% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |