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 | $10,573 | $59,535-82.2% | $90,160-88.3% | $62,292-83.0% |
| Participation rate | 94.4% | 73.0%+21.4pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 37.23% | 23.53%+13.7pp | 34.88%+2.4pp | 28.90%+8.3pp |
| Employer contribution / active EE | $2,094 | $1,826+14.7% | $3,318-36.9% | $2,042+2.5% |
| Participant deferral / active EE | $3,679 | $4,639-20.7% | $5,288-30.4% | $3,169+16.1% |
| Admin fee / account holder | $2 | $337-99.4% | $5,943-100.0% | $479-99.6% |