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 | $43,629 | $43,423+0.5% | $78,689-44.6% | $55,167-20.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 24.75% | 11.53%+13.2pp | 62.18%-37.4pp | 169.23%-144.5pp |
| Employer contribution / active EE | $8,396 | $1,997+320.5% | $2,851+194.5% | $1,963+327.8% |
| Participant deferral / active EE | $7,039 | $2,509+180.6% | $3,517+100.1% | $3,054+130.5% |
| Admin fee / account holder | $10 | $416-97.6% | $4,510-99.8% | $504-98.1% |