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 | $65,191 | $70,475-7.5% | $100,516-35.1% | $79,858-18.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 14.15% | 21.90%-7.7pp | 30.89%-16.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,383 | $2,165+102.5% | $3,418+28.3% | $2,471+77.4% |
| Participant deferral / active EE | $2,821 | $5,181-45.5% | $6,270-55.0% | $3,740-24.6% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |