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 | $60,073 | $79,523-24.5% | $140,016-57.1% | $56,287+6.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 5.05% | 2.39%+2.7pp | 651.12%-646.1pp | -9.96%+15.0pp |
| Employer contribution / active EE | $4,129 | $3,350+23.3% | $5,606-26.3% | $2,111+95.6% |
| Participant deferral / active EE | $2,949 | $5,129-42.5% | $6,927-57.4% | $3,350-11.9% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |