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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,465 | $46,100-16.6% | $86,590-55.6% | $69,631-44.8% |
| Participation rate | 88.4% | 67.2%+21.3pp | 73.5%+14.9pp | 70.7%+17.7pp |
| Annual return | 14.15% | 21.02%-6.9pp | 964.84%-950.7pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $4,411 | $1,850+138.5% | $2,839+55.4% | $2,032+117.1% |
| Participant deferral / active EE | $54 | $2,432-97.8% | $3,609-98.5% | $3,224-98.3% |
| Admin fee / account holder | $1 | $94-98.5% | $4,906-100.0% | $110-98.7% |