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 | $59,601 | $73,102-18.5% | $123,544-51.8% | $56,287+5.9% |
| Participation rate | 93.9% | 74.3%+19.6pp | 82.3%+11.6pp | 69.9%+24.1pp |
| Annual return | -2.49% | 3.01%-5.5pp | 119.20%-121.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $2,863 | $2,977-3.8% | $4,628-38.1% | $2,111+35.6% |
| Participant deferral / active EE | $4,389 | $5,423-19.1% | $6,426-31.7% | $3,350+31.0% |
| Admin fee / account holder | $293 | $554-47.1% | $9,284-96.8% | $521-43.8% |