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 | $32,904 | $88,122-62.7% | $141,162-76.7% | $67,579-51.3% |
| Participation rate | 72.0% | 76.5%-4.5pp | 82.5%-10.5pp | 71.3%+0.7pp |
| Annual return | 29.72% | 75.40%-45.7pp | 71.39%-41.7pp | 378.56%-348.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,604 | $5,958+44.4% | $6,709+28.2% | $3,539+143.1% |
| Admin fee / account holder | $4 | $131-97.2% | $10,261-100.0% | $142-97.4% |