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.
Employer 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 | $17,140 | $55,449-69.1% | $83,848-79.6% | $56,287-69.5% |
| Participation rate | 86.0% | 68.0%+18.0pp | 76.1%+9.9pp | 69.9%+16.2pp |
| Annual return | -6.21% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $364 | $2,430-85.0% | $3,631-90.0% | $2,111-82.7% |
| Participant deferral / active EE | $3,205 | $2,935+9.2% | $4,082-21.5% | $3,350-4.3% |
| Admin fee / account holder | $19 | $656-97.1% | $5,478-99.7% | $521-96.4% |