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 | $5,307 | $52,681-89.9% | $75,781-93.0% | $59,632-91.1% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.5pp |
| Annual return | -2.08% | 2.95%-5.0pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,966 | $2,193-10.4% | $3,323-40.8% | $2,203-10.8% |
| Participant deferral / active EE | $795 | $2,591-69.3% | $3,651-78.2% | $3,192-75.1% |
| Admin fee / account holder | $27 | $3,610-99.3% | $5,299-99.5% | $4,297-99.4% |