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 | $176,961 | $58,577+202.1% | $83,333+112.4% | $64,186+175.7% |
| Participation rate | 89.4% | 72.0%+17.4pp | 77.8%+11.7pp | 69.6%+19.8pp |
| Annual return | -5.61% | 9.65%-15.3pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $9,684 | $2,098+361.5% | $3,379+186.6% | $2,381+306.8% |
| Participant deferral / active EE | $8,989 | $4,654+93.1% | $5,565+61.5% | $3,470+159.1% |
| Admin fee / account holder | $44 | $9,275-99.5% | $7,510-99.4% | $4,888-99.1% |