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 | $156,459 | $47,977+226.1% | $154,107+1.5% | $56,287+178.0% |
| Participation rate | 81.9% | 66.2%+15.7pp | 83.0%-1.2pp | 69.9%+12.0pp |
| Annual return | -5.99% | 3.54%-9.5pp | 735.12%-741.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $5,481 | $2,169+152.7% | $5,298+3.5% | $2,111+159.6% |
| Participant deferral / active EE | $3,824 | $2,392+59.9% | $5,081-24.7% | $3,350+14.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |