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 | $62,543 | $79,523-21.4% | $140,016-55.3% | $56,287+11.1% |
| Participation rate | 99.1% | 85.7%+13.4pp | 87.5%+11.6pp | 69.9%+29.2pp |
| Annual return | 1.89% | 2.39%-0.5pp | 651.12%-649.2pp | -9.96%+11.9pp |
| Employer contribution / active EE | $2,211 | $3,350-34.0% | $5,606-60.6% | $2,111+4.7% |
| Participant deferral / active EE | $3,513 | $5,129-31.5% | $6,927-49.3% | $3,350+4.9% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |