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 | $25,956 | $123,793-79.0% | $177,821-85.4% | $79,858-67.5% |
| Participation rate | 87.0% | 84.7%+2.3pp | 87.7%-0.8pp | 69.6%+17.3pp |
| Annual return | -18.23% | 22.82%-41.0pp | 48.32%-66.5pp | 31.71%-49.9pp |
| Employer contribution / active EE | $1,818 | $4,095-55.6% | $5,918-69.3% | $2,471-26.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |