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 | $19,580 | $54,762-64.2% | $90,281-78.3% | $72,985-73.2% |
| Participation rate | 95.9% | 65.1%+30.7pp | 73.3%+22.6pp | 69.5%+26.4pp |
| Annual return | 16.68% | 30.63%-14.0pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $982 | $2,092-53.1% | $2,854-65.6% | $2,440-59.8% |
| Participant deferral / active EE | $508 | $2,887-82.4% | $3,885-86.9% | $3,607-85.9% |
| Admin fee / account holder | $33 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |