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 | $30,774 | $41,854-26.5% | $73,843-58.3% | $52,331-41.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -1.52% | 2.11%-3.6pp | 2267.84%-2269.4pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,333 | $1,920-30.6% | $2,787-52.2% | $1,882-29.1% |
| Participant deferral / active EE | $1,587 | $2,498-36.5% | $3,583-55.7% | $3,022-47.5% |
| Admin fee / account holder | $31 | $493-93.6% | $4,880-99.4% | $592-94.7% |