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 | $23,898 | $69,305-65.5% | $82,313-71.0% | $69,631-65.7% |
| Participation rate | 72.3% | 80.3%-8.0pp | 76.9%-4.6pp | 70.7%+1.6pp |
| Annual return | 22.44% | 21.47%+1.0pp | 25.88%-3.4pp | 27571.02%-27548.6pp |
| Employer contribution / active EE | $723 | $1,887-61.7% | $2,428-70.2% | $2,032-64.4% |
| Participant deferral / active EE | $1,235 | $3,568-65.4% | $3,706-66.7% | $3,224-61.7% |
| Admin fee / account holder | $2 | $97-98.1% | $5,608-100.0% | $110-98.4% |