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 | $36,026 | $73,102-50.7% | $123,544-70.8% | $56,287-36.0% |
| Participation rate | 89.5% | 74.3%+15.2pp | 82.3%+7.2pp | 69.9%+19.6pp |
| Annual return | -7.05% | 3.01%-10.1pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,563 | $2,977-47.5% | $4,628-66.2% | $2,111-26.0% |
| Participant deferral / active EE | $3,806 | $5,423-29.8% | $6,426-40.8% | $3,350+13.6% |
| Admin fee / account holder | $82 | $554-85.1% | $9,284-99.1% | $521-84.2% |