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 | $62,504 | $47,977+30.3% | $154,107-59.4% | $56,287+11.0% |
| Participation rate | 95.5% | 66.2%+29.4pp | 83.0%+12.5pp | 69.9%+25.7pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.12%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,825 | $2,169+76.4% | $5,298-27.8% | $2,111+81.2% |
| Participant deferral / active EE | $3,714 | $2,392+55.3% | $5,081-26.9% | $3,350+10.9% |
| Admin fee / account holder | $71 | $438-83.8% | $13,411-99.5% | $521-86.4% |