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 | $81,611 | $63,299+28.9% | $91,001-10.3% | $62,292+31.0% |
| Participation rate | 84.0% | 73.3%+10.7pp | 75.6%+8.4pp | 69.5%+14.5pp |
| Annual return | 20.68% | 20.99%-0.3pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $322 | $1,807-82.2% | $2,456-86.9% | $2,042-84.2% |
| Participant deferral / active EE | $3,618 | $2,943+22.9% | $3,547+2.0% | $3,169+14.2% |
| Admin fee / account holder | $83 | $468-82.2% | $5,417-98.5% | $479-82.6% |