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 | $105,401 | $60,165+75.2% | $74,183+42.1% | $55,167+91.1% |
| Participation rate | 96.6% | 74.2%+22.4pp | 76.6%+20.0pp | 69.0%+27.6pp |
| Annual return | 9.26% | 10.00%-0.7pp | 17.74%-8.5pp | 169.23%-160.0pp |
| Employer contribution / active EE | $771 | $1,600-51.8% | $2,370-67.5% | $1,963-60.7% |
| Participant deferral / active EE | $8,176 | $2,973+175.1% | $3,550+130.3% | $3,054+167.7% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.2% |