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 | $55,940 | $65,557-14.7% | $64,056-12.7% | $71,457-21.7% |
| Participation rate | 98.8% | 73.2%+25.6pp | 72.3%+26.5pp | 67.9%+30.9pp |
| Annual return | 12.93% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $387 | $2,669-85.5% | $2,747-85.9% | $2,588-85.1% |
| Participant deferral / active EE | $2,304 | $3,626-36.5% | $3,880-40.6% | $4,289-46.3% |
| Admin fee / account holder | $65 | $616-89.4% | $3,068-97.9% | $1,587-95.9% |