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 | $53,988 | $58,083-7.1% | $80,019-32.5% | $56,287-4.1% |
| Participation rate | 89.3% | 73.6%+15.7pp | 75.8%+13.5pp | 69.9%+19.5pp |
| Annual return | -6.65% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,016 | $1,932+4.3% | $2,468-18.3% | $2,111-4.5% |
| Participant deferral / active EE | $3,464 | $3,135+10.5% | $3,686-6.0% | $3,350+3.4% |
| Admin fee / account holder | $299 | $623-52.0% | $6,521-95.4% | $521-42.7% |