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 | $54,632 | $55,449-1.5% | $83,848-34.8% | $56,287-2.9% |
| Participation rate | 85.6% | 68.0%+17.6pp | 76.1%+9.4pp | 69.9%+15.7pp |
| Annual return | 2.35% | -1.38%+3.7pp | 850.88%-848.5pp | -9.96%+12.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,235 | $2,935+78.3% | $4,082+28.3% | $3,350+56.3% |
| Admin fee / account holder | $263 | $656-60.0% | $5,478-95.2% | $521-49.6% |