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 | $33,769 | $73,102-53.8% | $123,544-72.7% | $56,287-40.0% |
| Participation rate | 96.2% | 74.3%+21.9pp | 82.3%+13.9pp | 69.9%+26.3pp |
| Annual return | -3.70% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,174 | $2,977+6.6% | $4,628-31.4% | $2,111+50.3% |
| Participant deferral / active EE | $7,087 | $5,423+30.7% | $6,426+10.3% | $3,350+111.6% |
| Admin fee / account holder | $14 | $554-97.4% | $9,284-99.8% | $521-97.2% |