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 | $26,508 | $100,801-73.7% | $149,696-82.3% | $73,409-63.9% |
| Participation rate | 77.7% | 77.7%+0.1pp | 82.5%-4.7pp | 72.2%+5.6pp |
| Annual return | 26.02% | 265.34%-239.3pp | 276.60%-250.6pp | 59.29%-33.3pp |
| Employer contribution / active EE | $3,307 | $3,312-0.1% | $4,644-28.8% | $2,234+48.1% |
| Participant deferral / active EE | $5,742 | $6,404-10.3% | $6,842-16.1% | $3,805+50.9% |
| Admin fee / account holder | $2 | $181-99.0% | $9,309-100.0% | $158-98.9% |