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 | $9,782 | $52,953-81.5% | $172,739-94.3% | $65,185-85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 2.02% | 30.12%-28.1pp | 802.84%-800.8pp | 29.38%-27.4pp |
| Employer contribution / active EE | $835 | $2,190-61.9% | $5,143-83.8% | $2,177-61.7% |
| Participant deferral / active EE | $1,019 | $2,471-58.7% | $5,198-80.4% | $3,514-71.0% |
| Admin fee / account holder | $182 | $472-61.3% | $13,954-98.7% | $847-78.5% |