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 | $54,184 | $75,388-28.1% | $123,544-56.1% | $55,725-2.8% |
| Participation rate | 79.7% | 75.7%+4.0pp | 82.3%-2.6pp | 70.9%+8.8pp |
| Annual return | -6.09% | 4.48%-10.6pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,849 | $3,063-7.0% | $4,628-38.4% | $2,078+37.1% |
| Participant deferral / active EE | $9,186 | $5,651+62.6% | $6,426+43.0% | $3,356+173.7% |
| Admin fee / account holder | $9 | $120-92.1% | $9,284-99.9% | $115-91.8% |