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 | $45,623 | $104,317-56.3% | $159,436-71.4% | $86,799-47.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 14.96% | 26.32%-11.4pp | 263.57%-248.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,819 | $3,451-47.3% | $4,829-62.3% | $2,405-24.4% |
| Participant deferral / active EE | $2,108 | $6,837-69.2% | $7,352-71.3% | $4,131-49.0% |
| Admin fee / account holder | $15 | $172-91.4% | $10,799-99.9% | $170-91.3% |