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 | $70,381 | $65,703+7.1% | $94,224-25.3% | $59,632+18.0% |
| Participation rate | 82.3% | 72.1%+10.2pp | 78.8%+3.5pp | 68.7%+13.6pp |
| Annual return | -0.58% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,970 | $3,143+121.8% | $4,320+61.3% | $3,192+118.4% |
| Admin fee / account holder | $21 | $4,264-99.5% | $6,269-99.7% | $4,297-99.5% |