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 | $22,877 | $57,976-60.5% | $62,995-63.7% | $62,292-63.3% |
| Participation rate | 81.5% | 75.9%+5.6pp | 74.8%+6.7pp | 69.5%+12.0pp |
| Annual return | 12.80% | 17.54%-4.7pp | 87.57%-74.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $2,064 | $2,415-14.5% | $2,759-25.2% | $2,042+1.1% |
| Participant deferral / active EE | $840 | $2,956-71.6% | $3,329-74.8% | $3,169-73.5% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |