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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $536 | $44,642-98.8% | $91,220-99.4% | $66,914-99.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -160.41% | -12.29%-148.1pp | 114.01%-274.4pp | 1.58%-162.0pp |
| Employer contribution / active EE | $3,852 | $1,706+125.7% | $2,850+35.2% | $2,544+51.4% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $12 | $521-97.7% | $5,420-99.8% | $593-98.0% |