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 | $34,453 | $51,197-32.7% | $82,719-58.4% | $66,914-48.5% |
| Participation rate | 81.1% | 67.8%+13.3pp | 72.6%+8.5pp | 69.8%+11.3pp |
| Annual return | -13.70% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,158 | $2,611-17.3% | $3,009-28.3% | $2,544-15.2% |
| Participant deferral / active EE | $1,049 | $3,458-69.7% | $4,395-76.1% | $4,237-75.2% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |