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 | $9,193 | $63,156-85.4% | $122,332-92.5% | $62,292-85.2% |
| Participation rate | 70.1% | 60.0%+10.1pp | 71.6%-1.6pp | 69.5%+0.6pp |
| Annual return | 27.50% | 20.61%+6.9pp | 30.27%-2.8pp | 28.90%-1.4pp |
| Employer contribution / active EE | $552 | $1,385-60.1% | $4,050-86.4% | $2,042-73.0% |
| Participant deferral / active EE | $2,803 | $2,321+20.8% | $3,287-14.7% | $3,169-11.5% |
| Admin fee / account holder | $14 | $440-96.9% | $5,478-99.7% | $479-97.1% |