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 | $10,932 | $59,186-81.5% | $76,768-85.8% | $56,287-80.6% |
| Participation rate | 97.7% | 75.2%+22.4pp | 77.0%+20.7pp | 69.9%+27.8pp |
| Annual return | 1.78% | 6.62%-4.8pp | 2.43%-0.7pp | -9.96%+11.7pp |
| Employer contribution / active EE | $1,029 | $1,759-41.5% | $2,485-58.6% | $2,111-51.3% |
| Participant deferral / active EE | $1,764 | $3,255-45.8% | $3,852-54.2% | $3,350-47.3% |
| Admin fee / account holder | $94 | $489-80.8% | $6,675-98.6% | $521-82.0% |