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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,983 | $99,957-77.0% | $149,696-84.6% | $73,488-68.7% |
| Participation rate | 88.2% | 75.7%+12.5pp | 82.5%+5.7pp | 70.7%+17.5pp |
| Annual return | 22.40% | 53.87%-31.5pp | 276.60%-254.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,934 | $3,191-39.4% | $4,644-58.3% | $2,270-14.8% |
| Participant deferral / active EE | $2,503 | $6,073-58.8% | $6,842-63.4% | $3,740-33.1% |
| Admin fee / account holder | $18 | $551-96.7% | $9,309-99.8% | $513-96.5% |