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 7-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 | $145,640 | $63,114+130.8% | $92,893+56.8% | $65,185+123.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 25.65% | 28.75%-3.1pp | 109.41%-83.8pp | 29.38%-3.7pp |
| Employer contribution / active EE | $3,667 | $2,571+42.6% | $3,653+0.4% | $2,177+68.5% |
| Participant deferral / active EE | $6,512 | $3,108+109.5% | $4,236+53.7% | $3,514+85.3% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |