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 | $183,679 | $91,517+100.7% | $101,248+81.4% | $73,409+150.2% |
| Participation rate | 99.5% | 73.8%+25.7pp | 75.8%+23.7pp | 72.2%+27.3pp |
| Annual return | 21.87% | 17.17%+4.7pp | 46.47%-24.6pp | 59.29%-37.4pp |
| Employer contribution / active EE | $891 | $2,877-69.0% | $3,660-75.7% | $2,234-60.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |