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.
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 | $11,746 | $44,221-73.4% | $121,196-90.3% | $56,287-79.1% |
| Participation rate | 76.9% | 61.1%+15.9pp | 71.7%+5.2pp | 69.9%+7.1pp |
| Annual return | -8.80% | -3.58%-5.2pp | 16.93%-25.7pp | -9.96%+1.2pp |
| Employer contribution / active EE | $604 | $1,480-59.2% | $4,022-85.0% | $2,111-71.4% |
| Participant deferral / active EE | $3,072 | $2,521+21.8% | $3,344-8.1% | $3,350-8.3% |
| Admin fee / account holder | $23 | $480-95.2% | $5,019-99.5% | $521-95.6% |