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 | $29,394 | $47,977-38.7% | $154,107-80.9% | $56,287-47.8% |
| Participation rate | 95.6% | 66.2%+29.4pp | 83.0%+12.5pp | 69.9%+25.7pp |
| Annual return | -5.21% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,907 | $2,169-12.0% | $5,298-64.0% | $2,111-9.6% |
| Participant deferral / active EE | $1,930 | $2,392-19.3% | $5,081-62.0% | $3,350-42.4% |
| Admin fee / account holder | $36 | $438-91.8% | $13,411-99.7% | $521-93.1% |