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 | $13,350 | $55,453-75.9% | $170,442-92.2% | $62,292-78.6% |
| Participation rate | 90.4% | 66.4%+24.1pp | 83.6%+6.8pp | 69.5%+20.9pp |
| Annual return | 20.62% | 21.38%-0.8pp | 205.93%-185.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $624 | $2,164-71.2% | $5,433-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $1,723 | $2,303-25.2% | $4,939-65.1% | $3,169-45.6% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |