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 | $90,761 | $77,813+16.6% | $123,544-26.5% | $64,186+41.4% |
| Participation rate | 77.9% | 74.7%+3.2pp | 82.3%-4.4pp | 69.6%+8.4pp |
| Annual return | -4.19% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,000 | $3,014-33.6% | $4,628-56.8% | $2,381-16.0% |
| Participant deferral / active EE | $6,830 | $5,240+30.4% | $6,426+6.3% | $3,470+96.9% |
| Admin fee / account holder | $42 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |