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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,178 | $47,977-70.4% | $154,107-90.8% | $56,287-74.8% |
| Participation rate | 78.6% | 66.2%+12.5pp | 83.0%-4.4pp | 69.9%+8.8pp |
| Annual return | -3.83% | 3.54%-7.4pp | 735.12%-738.9pp | -9.96%+6.1pp |
| Employer contribution / active EE | $257 | $2,169-88.1% | $5,298-95.1% | $2,111-87.8% |
| Participant deferral / active EE | $898 | $2,392-62.4% | $5,081-82.3% | $3,350-73.2% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |