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 | $118,906 | $81,474+45.9% | $133,956-11.2% | $73,488+61.8% |
| Participation rate | 71.0% | 76.4%-5.4pp | 79.8%-8.8pp | 70.7%+0.3pp |
| Annual return | 16.08% | 19.40%-3.3pp | 45.09%-29.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,718 | $3,786+103.8% | $5,048+52.9% | $3,740+106.4% |
| Admin fee / account holder | $17 | $713-97.7% | $8,927-99.8% | $513-96.7% |