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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $114,335 | $58,879+94.2% | $178,490-35.9% | $73,488+55.6% |
| Participation rate | 90.0% | 66.2%+23.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 17.41% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,899 | $2,236+29.7% | $5,011-42.1% | $2,270+27.7% |
| Participant deferral / active EE | $6,074 | $2,567+136.6% | $5,202+16.8% | $3,740+62.4% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |