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 | $12,665 | $47,977-73.6% | $154,107-91.8% | $56,287-77.5% |
| Participation rate | 98.7% | 66.2%+32.6pp | 83.0%+15.7pp | 69.9%+28.9pp |
| Annual return | -5.35% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $973 | $2,169-55.1% | $5,298-81.6% | $2,111-53.9% |
| Participant deferral / active EE | $1,791 | $2,392-25.1% | $5,081-64.8% | $3,350-46.5% |
| Admin fee / account holder | $12 | $438-97.3% | $13,411-99.9% | $521-97.7% |