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 | $43,572 | $32,117+35.7% | $71,086-38.7% | $64,186-32.1% |
| Participation rate | 86.6% | 42.7%+43.9pp | 54.7%+31.9pp | 69.6%+17.0pp |
| Annual return | -5.17% | -5.57%+0.4pp | 650.59%-655.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $363 | $712-49.1% | $1,088-66.7% | $2,381-84.8% |
| Participant deferral / active EE | $1,617 | $1,263+28.0% | $1,874-13.7% | $3,470-53.4% |
| Admin fee / account holder | $59 | $2,759-97.9% | $3,082-98.1% | $4,888-98.8% |