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.
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 | $12,229 | $46,732-73.8% | $156,549-92.2% | $55,167-77.8% |
| Participation rate | 73.5% | 65.8%+7.7pp | 84.0%-10.5pp | 69.0%+4.5pp |
| Annual return | 8.95% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $548 | $2,105-74.0% | $5,501-90.0% | $1,963-72.1% |
| Participant deferral / active EE | $1,287 | $2,204-41.6% | $4,871-73.6% | $3,054-57.9% |
| Admin fee / account holder | $13 | $418-96.9% | $13,027-99.9% | $504-97.5% |