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 | $68,574 | $60,795+12.8% | $69,455-1.3% | $65,185+5.2% |
| Participation rate | 98.5% | 74.9%+23.6pp | 74.6%+23.9pp | 70.2%+28.3pp |
| Annual return | 14.73% | 17.46%-2.7pp | 28.97%-14.2pp | 29.38%-14.7pp |
| Employer contribution / active EE | $823 | $2,452-66.4% | $2,779-70.4% | $2,177-62.2% |
| Participant deferral / active EE | $501 | $3,162-84.1% | $3,535-85.8% | $3,514-85.7% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |