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 | $63,566 | $77,813-18.3% | $123,544-48.5% | $64,186-1.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.44% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,344 | $3,014+10.9% | $4,628-27.7% | $2,381+40.4% |
| Participant deferral / active EE | $4,045 | $5,240-22.8% | $6,426-37.0% | $3,470+16.6% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |