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 | $95,217 | $53,822+76.9% | $75,696+25.8% | $85,850+10.9% |
| Participation rate | 71.4% | 69.1%+2.4pp | 74.8%-3.4pp | 69.3%+2.1pp |
| Annual return | 18.24% | 24.54%-6.3pp | 104.53%-86.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $5,148 | $2,017+155.3% | $2,743+87.7% | $2,565+100.7% |
| Participant deferral / active EE | $2,768 | $2,895-4.4% | $3,821-27.6% | $3,952-30.0% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |