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 | $27,084 | $55,002-50.8% | $59,878-54.8% | $56,287-51.9% |
| Participation rate | 84.8% | 75.9%+8.8pp | 74.7%+10.1pp | 69.9%+14.9pp |
| Annual return | -0.65% | 1.13%-1.8pp | 3.46%-4.1pp | -9.96%+9.3pp |
| Employer contribution / active EE | $1,244 | $2,448-49.2% | $2,722-54.3% | $2,111-41.1% |
| Participant deferral / active EE | $1,368 | $3,121-56.2% | $3,402-59.8% | $3,350-59.2% |
| Admin fee / account holder | $30 | $236-87.3% | $3,590-99.2% | $521-94.2% |