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.
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 | $15,501 | $55,453-72.0% | $170,442-90.9% | $62,292-75.1% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 15.04% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,841 | $2,164-14.9% | $5,433-66.1% | $2,042-9.8% |
| Participant deferral / active EE | $631 | $2,303-72.6% | $4,939-87.2% | $3,169-80.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |