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 7-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 | $10,598 | $99,957-89.4% | $149,696-92.9% | $73,488-85.6% |
| Participation rate | 83.1% | 75.7%+7.4pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 35.65% | 53.87%-18.2pp | 276.60%-241.0pp | 28.51%+7.1pp |
| Employer contribution / active EE | $1,851 | $3,191-42.0% | $4,644-60.2% | $2,270-18.5% |
| Participant deferral / active EE | $3,381 | $6,073-44.3% | $6,842-50.6% | $3,740-9.6% |
| Admin fee / account holder | $76 | $551-86.2% | $9,309-99.2% | $513-85.2% |