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 | $22,295 | $55,790-60.0% | $76,817-71.0% | $67,579-67.0% |
| Participation rate | 98.1% | 71.1%+27.0pp | 72.1%+26.0pp | 71.3%+26.8pp |
| Annual return | 17.97% | 64.45%-46.5pp | 1166.11%-1148.1pp | 378.56%-360.6pp |
| Employer contribution / active EE | $545 | $1,810-69.9% | $2,302-76.3% | $2,148-74.6% |
| Participant deferral / active EE | $737 | $2,875-74.4% | $3,336-77.9% | $3,539-79.2% |
| Admin fee / account holder | $6 | $159-96.3% | $6,420-99.9% | $142-95.9% |