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 9-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 | $37,036 | $42,894-13.7% | $60,874-39.2% | $68,494-45.9% |
| Participation rate | 81.0% | 66.8%+14.2pp | 73.1%+7.8pp | 67.9%+13.1pp |
| Annual return | -11.37% | -13.98%+2.6pp | 16.90%-28.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $4,051 | $1,978+104.8% | $2,701+50.0% | $2,596+56.0% |
| Participant deferral / active EE | $5,448 | $2,867+90.1% | $3,817+42.8% | $4,027+35.3% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |