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 | $12,711 | $47,977-73.5% | $154,107-91.8% | $56,287-77.4% |
| Participation rate | 88.0% | 66.2%+21.9pp | 83.0%+5.0pp | 69.9%+18.2pp |
| Annual return | -3.42% | 3.54%-7.0pp | 735.12%-738.5pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,487 | $2,169-31.4% | $5,298-71.9% | $2,111-29.6% |
| Participant deferral / active EE | $508 | $2,392-78.7% | $5,081-90.0% | $3,350-84.8% |
| Admin fee / account holder | $1 | $438-99.9% | $13,411-100.0% | $521-99.9% |