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 | $64,092 | $46,360+38.2% | $147,614-56.6% | $52,331+22.5% |
| Participation rate | 86.0% | 64.9%+21.0pp | 84.6%+1.3pp | 68.1%+17.8pp |
| Annual return | -0.93% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $6,716 | $2,126+215.9% | $5,564+20.7% | $1,882+256.9% |
| Participant deferral / active EE | $5,036 | $2,258+123.1% | $4,895+2.9% | $3,022+66.6% |
| Admin fee / account holder | $230 | $766-70.0% | $11,611-98.0% | $592-61.2% |