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 | $18,156 | $47,977-62.2% | $154,107-88.2% | $56,287-67.7% |
| Participation rate | 80.2% | 66.2%+14.0pp | 83.0%-2.9pp | 69.9%+10.3pp |
| Annual return | -4.05% | 3.54%-7.6pp | 735.12%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,201 | $2,169+1.5% | $5,298-58.4% | $2,111+4.3% |
| Participant deferral / active EE | $1,585 | $2,392-33.7% | $5,081-68.8% | $3,350-52.7% |
| Admin fee / account holder | $33 | $438-92.4% | $13,411-99.8% | $521-93.6% |