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 | $97,943 | $37,196+163.3% | $154,107-36.4% | $55,725+75.8% |
| Participation rate | 93.0% | 64.1%+28.9pp | 83.0%+10.0pp | 70.9%+22.2pp |
| Annual return | -5.85% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $8,692 | $1,614+438.5% | $5,298+64.1% | $2,078+318.3% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $68 | $102-33.2% | $13,411-99.5% | $115-41.1% |