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 8-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 | $20,961 | $73,867-71.6% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.89% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,703 | $3,184-15.1% | $4,951-45.4% | $2,596+4.1% |
| Participant deferral / active EE | $3,846 | $3,384+13.6% | $5,637-31.8% | $4,027-4.5% |
| Admin fee / account holder | $209 | $5,755-96.4% | $14,673-98.6% | $5,403-96.1% |