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 | $11,744 | $54,573-78.5% | $90,951-87.1% | $73,488-84.0% |
| Participation rate | 89.2% | 61.2%+28.0pp | 69.0%+20.2pp | 70.7%+18.5pp |
| Annual return | 12.34% | 16.69%-4.3pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $386 | $991-61.1% | $2,122-81.8% | $2,270-83.0% |
| Participant deferral / active EE | $2,382 | $2,517-5.4% | $3,373-29.4% | $3,740-36.3% |
| Admin fee / account holder | $11 | $521-98.0% | $5,959-99.8% | $513-97.9% |