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 | $64,764 | $46,722+38.6% | $130,648-50.4% | $65,185-0.6% |
| Participation rate | 95.4% | 60.9%+34.4pp | 71.7%+23.6pp | 70.2%+25.2pp |
| Annual return | 21.76% | 24.17%-2.4pp | 1708.96%-1687.2pp | 29.38%-7.6pp |
| Employer contribution / active EE | $3,373 | $1,488+126.7% | $4,092-17.6% | $2,177+55.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $453-99.7% | $5,464-100.0% | $847-99.8% |