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 | $57,170 | $42,894+33.3% | $60,874-6.1% | $68,494-16.5% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | -13.11% | -13.98%+0.9pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,298 | $1,978+66.7% | $2,701+22.1% | $2,596+27.0% |
| Participant deferral / active EE | $3,298 | $2,867+15.0% | $3,817-13.6% | $4,027-18.1% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |