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.
Employer contribution per participant 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 | $7,406 | $46,360-84.0% | $147,614-95.0% | $52,331-85.8% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | 2.22% | 1.62%+0.6pp | 61.98%-59.8pp | 4.54%-2.3pp |
| Employer contribution / active EE | $229 | $2,126-89.2% | $5,564-95.9% | $1,882-87.8% |
| Participant deferral / active EE | $1,340 | $2,258-40.7% | $4,895-72.6% | $3,022-55.7% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |