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 | $0 | $70,083-100.0% | $59,878-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 74.7%-74.7pp | 70.9%-70.9pp |
| Annual return | -3.48% | 3.13%-6.6pp | 3.46%-6.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $708 | $2,878-75.4% | $2,722-74.0% | $2,078-65.9% |
| Participant deferral / active EE | $1,887 | $3,079-38.7% | $3,402-44.5% | $3,356-43.8% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |