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 | $14,103 | $76,000-81.4% | $154,107-90.8% | $64,186-78.0% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.0pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,073 | $3,351-68.0% | $5,298-79.7% | $2,381-54.9% |
| Participant deferral / active EE | $2,178 | $3,175-31.4% | $5,081-57.1% | $3,470-37.2% |
| Admin fee / account holder | $45 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |