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 | $81,193 | $59,186+37.2% | $76,768+5.8% | $56,287+44.3% |
| Participation rate | 96.8% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -1.17% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $931 | $1,759-47.1% | $2,485-62.6% | $2,111-55.9% |
| Participant deferral / active EE | $3,132 | $3,255-3.8% | $3,852-18.7% | $3,350-6.5% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |