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 | $16,775 | $75,828-77.9% | $147,614-88.6% | $59,632-71.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.50% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $597 | $3,485-82.9% | $5,564-89.3% | $2,203-72.9% |
| Participant deferral / active EE | $3,067 | $3,130-2.0% | $4,895-37.3% | $3,192-3.9% |
| Admin fee / account holder | $29 | $5,985-99.5% | $11,611-99.7% | $4,297-99.3% |