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.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,192 | $57,354-84.0% | $83,848-89.0% | $64,186-85.7% |
| Participation rate | 90.6% | 68.6%+22.0pp | 76.1%+14.4pp | 69.6%+21.0pp |
| Annual return | -11.34% | 11.38%-22.7pp | 850.88%-862.2pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,397 | $2,545-5.8% | $3,631-34.0% | $2,381+0.7% |
| Participant deferral / active EE | $2,320 | $2,993-22.5% | $4,082-43.2% | $3,470-33.1% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |