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.
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 | $44,401 | $57,354-22.6% | $83,848-47.0% | $64,186-30.8% |
| Participation rate | 90.4% | 68.6%+21.8pp | 76.1%+14.3pp | 69.6%+20.9pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,150 | $2,545-15.5% | $3,631-40.8% | $2,381-9.7% |
| Participant deferral / active EE | $9,207 | $2,993+207.6% | $4,082+125.6% | $3,470+165.4% |
| Admin fee / account holder | $24 | $4,046-99.4% | $5,478-99.6% | $4,888-99.5% |