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 | $17,975 | $75,183-76.1% | $123,892-85.5% | $55,167-67.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.18% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,409 | $2,823-50.1% | $4,617-69.5% | $1,963-28.2% |
| Participant deferral / active EE | $4,154 | $5,084-18.3% | $5,984-30.6% | $3,054+36.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |