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 9-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 | $9,832 | $55,453-82.3% | $170,442-94.2% | $62,292-84.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.88% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,471 | $2,164-32.0% | $5,433-72.9% | $2,042-27.9% |
| Participant deferral / active EE | $1,553 | $2,303-32.6% | $4,939-68.6% | $3,169-51.0% |
| Admin fee / account holder | $17 | $455-96.2% | $13,880-99.9% | $479-96.4% |