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.
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 | $38,313 | $43,999-12.9% | $79,464-51.8% | $55,725-31.2% |
| Participation rate | 88.3% | 66.9%+21.4pp | 73.3%+15.0pp | 70.9%+17.5pp |
| Annual return | 2.16% | 1.81%+0.3pp | 718.14%-716.0pp | 244.93%-242.8pp |
| Employer contribution / active EE | $3,342 | $1,830+82.6% | $2,800+19.3% | $2,078+60.8% |
| Participant deferral / active EE | $48 | $2,538-98.1% | $3,704-98.7% | $3,356-98.6% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |