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 | $50,385 | $65,322-22.9% | $70,449-28.5% | $73,488-31.4% |
| Participation rate | 94.2% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.6pp |
| Annual return | 15.23% | 15.71%-0.5pp | 109.03%-93.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,883 | $2,460-23.5% | $2,737-31.2% | $2,270-17.1% |
| Participant deferral / active EE | $695 | $3,375-79.4% | $3,709-81.3% | $3,740-81.4% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-100.0% |