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 | $33,136 | $109,359-69.7% | $162,163-79.6% | $72,985-54.6% |
| Participation rate | 88.0% | 84.3%+3.8pp | 87.6%+0.5pp | 69.5%+18.6pp |
| Annual return | -2.40% | 25.46%-27.9pp | 115.59%-118.0pp | 81.00%-83.4pp |
| Employer contribution / active EE | $1,818 | $3,907-53.5% | $5,614-67.6% | $2,440-25.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |