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 | $32,921 | $72,404-54.5% | $110,238-70.1% | $64,186-48.7% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.6%+4.2pp |
| Annual return | -5.22% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,236 | $2,282-45.8% | $3,826-67.7% | $2,381-48.1% |
| Participant deferral / active EE | $1,902 | $3,469-45.2% | $4,672-59.3% | $3,470-45.2% |
| Admin fee / account holder | $10 | $5,664-99.8% | $8,547-99.9% | $4,888-99.8% |