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 | $25,650 | $76,552-66.5% | $123,892-79.3% | $62,891-59.2% |
| Participation rate | 96.5% | 73.0%+23.5pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,110 | $2,883+7.9% | $4,617-32.6% | $2,281+36.4% |
| Participant deferral / active EE | $2,022 | $4,840-58.2% | $5,984-66.2% | $3,203-36.9% |
| Admin fee / account holder | $16 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |