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 | $17,778 | $85,766-79.3% | $136,294-87.0% | $70,131-74.6% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 16.97% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,456 | $2,966-17.2% | $4,695-47.7% | $2,342+4.8% |
| Participant deferral / active EE | $4,681 | $5,051-7.3% | $6,247-25.1% | $3,332+40.5% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |