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 | $56,573 | $72,177-21.6% | $115,037-50.8% | $59,632-5.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.67% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $2,988 | $2,841+5.2% | $4,608-35.1% | $2,203+35.7% |
| Participant deferral / active EE | $3,197 | $4,783-33.2% | $6,026-47.0% | $3,192+0.2% |
| Admin fee / account holder | $1 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |