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 | $17,616 | $91,190-80.7% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 22.48% | 24.19%-1.7pp | 151.07%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,028 | $3,256-68.4% | $5,011-79.5% | $2,471-58.4% |
| Participant deferral / active EE | $1,362 | $3,236-57.9% | $5,202-73.8% | $3,740-63.6% |
| Admin fee / account holder | $10 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |