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 | $68,879 | $100,801-31.7% | $149,696-54.0% | $73,409-6.2% |
| Participation rate | 92.8% | 77.7%+15.1pp | 82.5%+10.3pp | 72.2%+20.6pp |
| Annual return | 14.35% | 265.34%-251.0pp | 276.60%-262.3pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,733 | $3,312-47.7% | $4,644-62.7% | $2,234-22.4% |
| Participant deferral / active EE | $2,269 | $6,404-64.6% | $6,842-66.8% | $3,805-40.4% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |