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 | $80,305 | $73,102+9.9% | $123,544-35.0% | $56,287+42.7% |
| Participation rate | 83.8% | 74.3%+9.4pp | 82.3%+1.5pp | 69.9%+13.9pp |
| Annual return | -4.67% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,173 | $2,977-27.0% | $4,628-53.0% | $2,111+2.9% |
| Participant deferral / active EE | $4,154 | $5,423-23.4% | $6,426-35.3% | $3,350+24.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |