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 | $94,562 | $55,002+71.9% | $59,878+57.9% | $56,287+68.0% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.7%+24.8pp | 69.9%+29.7pp |
| Annual return | -4.01% | 1.13%-5.1pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,617 | $2,448+47.8% | $2,722+32.9% | $2,111+71.3% |
| Participant deferral / active EE | $4,850 | $3,121+55.4% | $3,402+42.6% | $3,350+44.8% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |