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.
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 | $41,504 | $73,102-43.2% | $123,544-66.4% | $56,287-26.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.25% | 3.01%-9.3pp | 119.20%-125.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $407 | $2,977-86.3% | $4,628-91.2% | $2,111-80.7% |
| Participant deferral / active EE | $2,672 | $5,423-50.7% | $6,426-58.4% | $3,350-20.2% |
| Admin fee / account holder | $126 | $554-77.2% | $9,284-98.6% | $521-75.7% |