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 | $106,623 | $77,813+37.0% | $123,544-13.7% | $64,186+66.1% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+29.0pp |
| Annual return | -2.04% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,122 | $5,240+16.8% | $6,426-4.7% | $3,470+76.4% |
| Admin fee / account holder | $14 | $5,519-99.8% | $9,284-99.9% | $4,888-99.7% |