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 | $17,100 | $65,061-73.7% | $143,757-88.1% | $66,914-74.4% |
| Participation rate | 90.4% | 65.2%+25.3pp | 80.3%+10.1pp | 69.8%+20.6pp |
| Annual return | -16.76% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,959 | $2,361-17.0% | $4,951-60.4% | $2,544-23.0% |
| Participant deferral / active EE | $2,259 | $2,919-22.6% | $5,637-59.9% | $4,237-46.7% |
| Admin fee / account holder | $30 | $502-93.9% | $14,673-99.8% | $593-94.9% |