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.
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 | $24,981 | $61,660-59.5% | $80,019-68.8% | $64,186-61.1% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -5.61% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $387 | $1,810-78.6% | $2,468-84.3% | $2,381-83.7% |
| Participant deferral / active EE | $2,431 | $2,968-18.1% | $3,686-34.0% | $3,470-29.9% |
| Admin fee / account holder | $14 | $5,417-99.7% | $6,521-99.8% | $4,888-99.7% |