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 | $0 | $46,732-100.0% | $156,549-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 8.18% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $593 | $2,105-71.9% | $5,501-89.2% | $1,963-69.8% |
| Participant deferral / active EE | $1,494 | $2,204-32.2% | $4,871-69.3% | $3,054-51.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |