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 | $118,528 | $52,953+123.8% | $172,739-31.4% | $65,185+81.8% |
| Participation rate | 95.9% | 66.2%+29.7pp | 82.6%+13.3pp | 70.2%+25.7pp |
| Annual return | 22.61% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $10,181 | $2,190+364.9% | $5,143+98.0% | $2,177+367.7% |
| Participant deferral / active EE | $13,738 | $2,471+456.0% | $5,198+164.3% | $3,514+291.0% |
| Admin fee / account holder | $1 | $472-99.8% | $13,954-100.0% | $847-99.9% |