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 | $102,660 | $54,320+89.0% | $67,652+51.7% | $52,331+96.2% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.7%+23.0pp | 68.1%+30.6pp |
| Annual return | -0.80% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,485 | $2,950+187.6% | $3,560+138.3% | $3,022+180.7% |
| Admin fee / account holder | $29 | $527-94.5% | $4,821-99.4% | $592-95.1% |