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 | $135,875 | $54,045+151.4% | $115,157+18.0% | $65,185+108.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 24.95% | 26.55%-1.6pp | 35.60%-10.7pp | 29.38%-4.4pp |
| Employer contribution / active EE | $6,886 | $1,653+316.6% | $3,179+116.6% | $2,177+216.4% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,168-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |