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 | $79,519 | $57,976+37.2% | $62,995+26.2% | $62,292+27.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.97% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,951 | $2,415+22.2% | $2,759+7.0% | $2,042+44.5% |
| Participant deferral / active EE | $3,287 | $2,956+11.2% | $3,329-1.3% | $3,169+3.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |