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 | $127,558 | $64,909+96.5% | $82,313+55.0% | $62,292+104.8% |
| Participation rate | 97.4% | 74.9%+22.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 15.34% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,017 | $3,103+190.5% | $3,706+143.3% | $3,169+184.5% |
| Admin fee / account holder | $21 | $440-95.3% | $5,608-99.6% | $479-95.7% |