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.
Participant 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 | $5,517 | $39,122-85.9% | $57,179-90.4% | $62,891-91.2% |
| Participation rate | 99.0% | 70.5%+28.5pp | 75.3%+23.6pp | 69.3%+29.7pp |
| Annual return | 1.29% | 9.23%-7.9pp | 14.59%-13.3pp | 20.14%-18.9pp |
| Employer contribution / active EE | $510 | $1,874-72.8% | $2,682-81.0% | $2,281-77.6% |
| Participant deferral / active EE | $356 | $2,374-85.0% | $3,096-88.5% | $3,203-88.9% |
| Admin fee / account holder | $1 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |