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 | $22,335 | $80,753-72.3% | $136,294-83.6% | $62,292-64.1% |
| Participation rate | 94.4% | 73.5%+20.9pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 17.75% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,207 | $2,884-23.5% | $4,695-53.0% | $2,042+8.1% |
| Participant deferral / active EE | $5,423 | $5,164+5.0% | $6,247-13.2% | $3,169+71.1% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |