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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $135,918 | $60,165+125.9% | $74,183+83.2% | $55,167+146.4% |
| Participation rate | 71.1% | 74.2%-3.1pp | 76.6%-5.5pp | 69.0%+2.1pp |
| Annual return | 7.95% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,214 | $2,973+142.7% | $3,550+103.2% | $3,054+136.2% |
| Admin fee / account holder | $10 | $419-97.7% | $5,586-99.8% | $504-98.1% |