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 | $104,637 | $74,089+41.2% | $133,980-21.9% | $55,167+89.7% |
| Participation rate | 76.1% | 84.3%-8.2pp | 87.1%-11.0pp | 69.0%+7.1pp |
| Annual return | 8.24% | 12.11%-3.9pp | 29.30%-21.1pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,525 | $3,064+15.1% | $5,211-32.4% | $1,963+79.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |