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 | $12,099 | $46,732-74.1% | $156,549-92.3% | $55,167-78.1% |
| Participation rate | 82.0% | 65.8%+16.2pp | 84.0%-2.0pp | 69.0%+13.0pp |
| Annual return | 6.64% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $920 | $2,105-56.3% | $5,501-83.3% | $1,963-53.1% |
| Participant deferral / active EE | $1,681 | $2,204-23.7% | $4,871-65.5% | $3,054-45.0% |
| Admin fee / account holder | $4 | $418-99.0% | $13,027-100.0% | $504-99.2% |