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 | $97,780 | $190,225-48.6% | $117,854-17.0% | - |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.7%+20.3pp | - |
| Annual return | 14.26% | 90.66%-76.4pp | 335.08%-320.8pp | - |
| Employer contribution / active EE | $1,154 | $1,779-35.1% | $3,786-69.5% | - |
| Participant deferral / active EE | $4,846 | $3,327+45.7% | $4,482+8.1% | - |
| Admin fee / account holder | $6 | $9,756-99.9% | $8,020-99.9% | - |